Destination Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Destination Wealth Management’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
2019 Q2	–	Sell	-1,143	Closed	-$19K	–	574
2019 Q1	$19K	Buy	+1,143	New	+$18.3K	﹤0.01%	386

Other funds holding BIZD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Destination Wealth Management's BIZD Position: Q2 2019 in Review

Destination Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q2 2019, closing a stake of 1,143 shares — an estimated $19K sold.

Destination Wealth Management first reported a position in BIZD in Q1 2019 and held it in 1 quarter. The position peaked at $19K in Q1 2019. 60 funds tracked by Wall St. Rank hold BIZD as of Q2 2019.

Destination Wealth Management reported no remaining VanEck BDC Income ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 1,143 VanEck BDC Income ETF shares in Q2 2019, an estimated $19K.
Destination Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2019 and held it in 1 quarter.
Destination Wealth Management's VanEck BDC Income ETF position peaked at $19K in Q1 2019.
60 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.