BF
BDCL

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 – 1156
2017
Q3 		$33K Buy
+1,800
New +$32.7K ﹤0.01% 1017

Other funds holding BDCL

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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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ICM
Ionic Capital Management New York $690M AUM 70.34% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

BOK Financial's BDCL Position: Q4 2017 in Review

BOK Financial sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q4 2017, closing a stake of 1,800 shares — an estimated $33K sold.

BOK Financial first reported a position in BDCL in Q3 2017 and held it in 1 quarter. The position peaked at $33K in Q3 2017. 19 funds tracked by Wall St. Rank hold BDCL as of Q4 2017.

  • BOK Financial reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 1,800 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q4 2017, an estimated $33K.
  • BOK Financial first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q3 2017 and held it in 1 quarter.
  • BOK Financial's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $33K in Q3 2017.
  • 19 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.