BMM
BDCL

Buffington Mohr McNeal’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Buffington Mohr McNeal’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
-10,986
Closed -$238K – 138
2017
Q1 		$238K Buy
+10,986
New +$225K 0.1% 102

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

Buffington Mohr McNeal's BDCL Position: Q2 2017 in Review

Buffington Mohr McNeal sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q2 2017, closing a stake of 10,986 shares — an estimated $238K sold.

Buffington Mohr McNeal first reported a position in BDCL in Q1 2017 and held it in 1 quarter. The position peaked at $238K in Q1 2017. 18 funds tracked by Wall St. Rank hold BDCL as of Q2 2017.

  • Buffington Mohr McNeal reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q2 2017 after selling out during the quarter.
  • Buffington Mohr McNeal sold 10,986 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q2 2017, an estimated $238K.
  • Buffington Mohr McNeal first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q1 2017 and held it in 1 quarter.
  • Buffington Mohr McNeal's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $238K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q2 2017.

Based on Buffington Mohr McNeal's 13F filing for Q2 2017, filed 13 Jul 2017.