Cambridge Investment Research Advisors
BDCS

Cambridge Investment Research Advisors’s UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com BDCS Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BDCS Stock Details BDCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,118
Closed -$244K – 2206
2017
Q3 		$244K Sell
11,118
-2,519
-18% -$54.9K ﹤0.01% 1695
2017
Q2 		$310K Sell
13,637
-680
-5% -$15.5K ﹤0.01% 1486
2017
Q1 		$341K Sell
14,317
-328
-2% -$7.59K 0.01% 1291
2016
Q4 		$332K Buy
14,645
+217
+2% +$4.74K 0.01% 1220
2016
Q3 		$318K Sell
14,428
-65
-0.4% -$1.41K 0.01% 1266
2016
Q2 		$302K Sell
14,493
-52
-0.4% -$1.06K 0.01% 1174
2016
Q1 		$297K Buy
14,545
+32
+0.2% +$603 0.01% 1178
2015
Q4 		$294K Buy
14,513
+322
+2% +$6.6K 0.01% 1129
2015
Q3 		$282K Buy
+14,191
New +$303K 0.01% 1054

Other funds holding BDCS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors's BDCS Position: Q4 2017 in Review

Cambridge Investment Research Advisors sold out of UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) in Q4 2017, closing a stake of 11,118 shares — an estimated $244K sold.

Cambridge Investment Research Advisors first reported a position in BDCS in Q3 2015 and held it in 9 quarters. The position peaked at $341K in Q1 2017. 30 funds tracked by Wall St. Rank hold BDCS as of Q4 2017.

  • Cambridge Investment Research Advisors reported no remaining UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position as of Q4 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,118 UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com shares in Q4 2017, an estimated $244K.
  • Cambridge Investment Research Advisors first reported a position in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com in Q3 2015 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position peaked at $341K in Q1 2017.
  • 30 funds tracked by Wall St. Rank held UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com as of Q4 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.