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Calton & Associates’s VanEck BDC Income ETF BIZD Stock Holding History

Calton & Associates’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,860
Closed -$48K – 441
2017
Q4 		$48K Buy
+2,860
New +$49K 0.01% 697

Other funds holding BIZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Calton & Associates's BIZD Position: Q1 2018 in Review

Calton & Associates sold out of VanEck BDC Income ETF (BIZD) in Q1 2018, closing a stake of 2,860 shares — an estimated $48K sold.

Calton & Associates first reported a position in BIZD in Q4 2017 and held it in 1 quarter. The position peaked at $48K in Q4 2017. 52 funds tracked by Wall St. Rank hold BIZD as of Q1 2018.

  • Calton & Associates reported no remaining VanEck BDC Income ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,860 VanEck BDC Income ETF shares in Q1 2018, an estimated $48K.
  • Calton & Associates first reported a position in VanEck BDC Income ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's VanEck BDC Income ETF position peaked at $48K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.