WMS Partners’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

WMS Partners’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-11,085	Closed	-$285K	–	240
2017 Q3	$285K	Sell	11,085 -2,770	-20%	-$71.2K	0.03%	177
2017 Q2	$356K	Hold	13,855	–	–	0.04%	150
2017 Q1	$356K	Hold	13,855	–	–	0.04%	148
2016 Q4	$358K	Hold	13,855	–	–	0.05%	140
2016 Q3	$359K	Hold	13,855	–	–	0.05%	134
2016 Q2	$358K	Hold	13,855	–	–	0.05%	139
2016 Q1	$353K	Hold	13,855	–	–	0.05%	146
2015 Q4	$346K	Hold	13,855	–	–	0.05%	147
2015 Q3	$352K	Hold	13,855	–	–	0.05%	150
2015 Q2	$366K	Hold	13,855	–	–	0.04%	205
2015 Q1	$366K	Hold	13,855	–	–	0.04%	196
2014 Q4	$360K	Hold	13,855	–	–	0.06%	143
2014 Q3	$371K	Buy	+13,855	New	+$376K	0.06%	162

Other funds holding BSJH

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WMS Partners's BSJH Position: Q4 2017 in Review

WMS Partners sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2017, closing a stake of 11,085 shares — an estimated $285K sold.

WMS Partners first reported a position in BSJH in Q3 2014 and held it in 13 quarters. The position peaked at $371K in Q3 2014. 4 funds tracked by Wall St. Rank hold BSJH as of Q4 2017.

WMS Partners reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
WMS Partners sold 11,085 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $285K.
WMS Partners first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q3 2014 and held it in 13 quarters.
WMS Partners's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $371K in Q3 2014.
4 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2017.

Based on WMS Partners's 13F filing for Q4 2017, filed 9 Feb 2018.