CLAYMORE EXCHANGE TRD FD TR's ticker is BSJH and the CUSIP is 18383M399.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $207,000 | -16.5% | 8,050 | -16.6% | 0.06% | -19.1% |
| Q2 2017 | $248,000 | -13.6% | 9,650 | -13.5% | 0.07% | -27.7% |
| Q1 2017 | $287,000 | -0.3% | 11,150 | 0.0% | 0.09% | -11.3% |
| Q4 2016 | $288,000 | -0.3% | 11,150 | 0.0% | 0.11% | -7.0% |
| Q3 2016 | $289,000 | +0.3% | 11,150 | 0.0% | 0.11% | -4.2% |
| Q2 2016 | $288,000 | +1.4% | 11,150 | 0.0% | 0.12% | +12.3% |
| Q1 2016 | $284,000 | +2.2% | 11,150 | 0.0% | 0.11% | +1.0% |
| Q4 2015 | $278,000 | -9.7% | 11,150 | -8.2% | 0.10% | -11.0% |
| Q3 2015 | $308,000 | +4.8% | 12,150 | +9.0% | 0.12% | +15.7% |
| Q2 2015 | $294,000 | +24.1% | 11,150 | +24.6% | 0.10% | +29.1% |
| Q1 2015 | $237,000 | +2.2% | 8,950 | 0.0% | 0.08% | -11.2% |
| Q4 2014 | $232,000 | -8.3% | 8,950 | -5.3% | 0.09% | -8.2% |
| Q3 2014 | $253,000 | -22.6% | 9,450 | -20.3% | 0.10% | -23.6% |
| Q2 2014 | $327,000 | +12.8% | 11,850 | +12.3% | 0.13% | -5.9% |
| Q1 2014 | $290,000 | +41.5% | 10,550 | +39.7% | 0.14% | +33.7% |
| Q4 2013 | $205,000 | +2.0% | 7,550 | 0.0% | 0.10% | -7.3% |
| Q3 2013 | $201,000 | -4.7% | 7,550 | -6.2% | 0.11% | -13.5% |
| Q2 2013 | $211,000 | – | 8,050 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 588,459 | $15,641,000 | 21.09% |
| BALASA DINVERNO & FOLTZ LLC | 1,277,939 | $29,175,000 | 4.17% |
| Summit Asset Management, LLC | 208,244 | $5,503,000 | 3.83% |
| Ironwood Financial, llc | 262,218 | $6,929,000 | 3.33% |
| Gradient Investments LLC | 757,933 | $20,029,000 | 2.99% |
| Confluence Wealth Management LLC | 81,012 | $2,141,000 | 1.24% |
| GW HENSSLER & ASSOCIATES LTD | 367,434 | $9,710,000 | 1.12% |
| ATWOOD & PALMER INC | 175,060 | $4,626,000 | 0.83% |
| Raymond James Financial Services Advisors, Inc. | 579,656 | $15,318,000 | 0.75% |
| Motley Fool Wealth Management, LLC | 101,003 | $2,669,000 | 0.55% |