CLAYMORE EXCHANGE TRD FD TR's ticker is BSJF and the CUSIP is 18383M423.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,446,000 | -0.3% | 249,082 | +0.2% | 1.66% | +4.3% |
| Q2 2015 | $6,465,000 | +5.4% | 248,566 | +5.8% | 1.60% | -0.6% |
| Q1 2015 | $6,132,000 | +11.4% | 234,859 | +10.3% | 1.60% | +5.9% |
| Q4 2014 | $5,506,000 | +13.3% | 212,845 | +15.8% | 1.52% | +5.8% |
| Q3 2014 | $4,861,000 | +24.2% | 183,849 | +26.5% | 1.43% | +24.2% |
| Q2 2014 | $3,913,000 | – | 145,345 | – | 1.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 396,488 | $10,334,000 | 15.24% |
| Financial Advisory Group | 480,879 | $12,440,000 | 6.52% |
| Summit Asset Management, LLC | 232,372 | $6,011,000 | 4.35% |
| PRING TURNER CAPITAL GROUP INC | 144,373 | $3,735,000 | 3.92% |
| BALASA DINVERNO & FOLTZ LLC | 1,208,038 | $26,179,000 | 3.76% |
| Gradient Investments LLC | 728,735 | $18,852,000 | 3.10% |
| Ironwood Financial, llc | 197,517 | $5,114,000 | 2.82% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,649,439 | $327,241,000 | 2.46% |
| ENVESTNET ASSET MANAGEMENT INC | 6,282,267 | $162,522,000 | 1.65% |
| GHP Investment Advisors, Inc. | 212,845 | $5,506,000 | 1.52% |