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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 146,848 | $3,862,000 | 5.70% |
| Spectrum Asset Management, Inc. (NB/CA) | 223,520 | $5,800,000 | 4.80% |
| BALASA DINVERNO & FOLTZ LLC | 1,239,071 | $28,139,000 | 4.04% |
| Summit Asset Management, LLC | 207,451 | $5,383,000 | 3.89% |
| Gradient Investments LLC | 739,995 | $19,203,000 | 3.16% |
| Confluence Wealth Management LLC | 74,105 | $1,923,000 | 1.20% |
| Ironwood Financial, llc | 71,168 | $1,857,000 | 1.02% |
| ATWOOD & PALMER INC | 164,130 | $4,260,000 | 0.80% |
| NOTTINGHAM ADVISORS, INC. | 86,633 | $2,254,000 | 0.57% |
| GW HENSSLER & ASSOCIATES LTD | 194,106 | $5,037,000 | 0.56% |