Yorktown Management & Research Company’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Yorktown Management & Research Company’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
2015 Q4	–	Sell	-10,800	Closed	-$274K	–	479
2015 Q3	$274K	Hold	10,800	–	–	0.05%	271
2015 Q2	$285K	Buy	+10,800	New	+$286K	0.05%	278

Other funds holding BSJH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPPG

New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Yorktown Management & Research Company's BSJH Position: Q4 2015 in Review

Yorktown Management & Research Company sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q4 2015, closing a stake of 10,800 shares — an estimated $274K sold.

Yorktown Management & Research Company first reported a position in BSJH in Q2 2015 and held it in 2 quarters. The position peaked at $285K in Q2 2015. 70 funds tracked by Wall St. Rank hold BSJH as of Q4 2015.

Yorktown Management & Research Company reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 10,800 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q4 2015, an estimated $274K.
Yorktown Management & Research Company first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q2 2015 and held it in 2 quarters.
Yorktown Management & Research Company's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $285K in Q2 2015.
70 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q4 2015.

Based on Yorktown Management & Research Company's 13F filing for Q4 2015, filed 27 Jan 2016.