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

BOK Financial’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 Q4	–	Sell	-1,800	Closed	-$33K	–	1159
2017 Q3	$33K	Buy	+1,800	New	+$32.7K	﹤0.01%	1017

Other funds holding BDCL

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ionic Capital Management New York $119M AUM 48.26% 1-Year Est. Return

Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $181M AUM 24.6% 1-Year Est. Return