BRWA
BDCL

B. Riley Wealth Advisors’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

B. Riley Wealth Advisors’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
2018
Q1 		– Sell
-12,785
Closed -$211K – 731
2017
Q4 		$211K Buy
12,785
+41
+0.3% +$693 0.03% 565
2017
Q3 		$235K Sell
12,744
-825
-6% -$15K 0.04% 451
2017
Q2 		$268K Sell
13,569
-257
-2% -$5.14K 0.05% 398
2017
Q1 		$300K Buy
+13,826
New +$284K 0.06% 343
2016
Q2 		– Sell
-11,832
Closed -$23K – 654
2016
Q1 		$23K Buy
+11,832
New +$164K 0.01% 548
2015
Q1 		– Sell
-8,264
Closed -$177K – 2264
2014
Q4 		$177K Sell
8,264
-4,486
-35% -$101K ﹤0.01% 1432
2014
Q3 		$308K Sell
12,750
-25,006
-66% -$663K 0.08% 352
2014
Q2 		$542K Buy
37,756
+28,294
+299% +$739K 0.13% 182
2014
Q1 		$266K Sell
9,462
-410
-4% -$11.8K 0.08% 294
2013
Q4 		$294K Sell
9,872
-2,791
-22% -$79.7K 0.09% 246
2013
Q3 		$355K Buy
+12,663
New +$347K 0.12% 191

Other funds holding BDCL

SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

B. Riley Wealth Advisors's BDCL Position: Q1 2018 in Review

B. Riley Wealth Advisors sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q1 2018, closing a stake of 12,785 shares — an estimated $211K sold.

B. Riley Wealth Advisors first reported a position in BDCL in Q3 2013 and held it in 11 quarters. The position peaked at $542K in Q2 2014. 15 funds tracked by Wall St. Rank hold BDCL as of Q1 2018.

  • B. Riley Wealth Advisors reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q1 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,785 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q1 2018, an estimated $211K.
  • B. Riley Wealth Advisors first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q3 2013 and held it in 11 quarters.
  • B. Riley Wealth Advisors's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $542K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q1 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.