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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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.