AG
BDCL

Advisor Group’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Advisor Group’s Portfolio BDCL Stock Details BDCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-216
Closed -$5K – 4981
2017
Q1 		$5K Buy
+216
New +$4.43K ﹤0.01% 4145
2016
Q4 		– Sell
-2,000
Closed -$38K – 4712
2016
Q3 		$38K Buy
+2,000
New +$36.1K ﹤0.01% 2740

Other funds holding BDCL

SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's BDCL Position: Q2 2017 in Review

Advisor Group sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q2 2017, closing a stake of 216 shares — an estimated $5K sold.

Advisor Group first reported a position in BDCL in Q3 2016 and held it in 2 quarters. The position peaked at $38K in Q3 2016. 18 funds tracked by Wall St. Rank hold BDCL as of Q2 2017.

  • Advisor Group reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q2 2017 after selling out during the quarter.
  • Advisor Group sold 216 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q2 2017, an estimated $5K.
  • Advisor Group first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q3 2016 and held it in 2 quarters.
  • Advisor Group's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $38K in Q3 2016.
  • 18 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q2 2017.

Based on Advisor Group's 13F filing for Q2 2017, filed 11 Aug 2017.