Eagle Global Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Eagle Global Advisors’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
2020 Q3	–	Sell	-18,000	Closed	-$219K	–	207
2020 Q2	$219K	Buy	18,000 +5,000	+38%	+$55.5K	0.02%	186
2020 Q1	$121K	Buy	+13,000	New	+$195K	0.01%	180
2019 Q1	–	Sell	-15,000	Closed	-$211K	–	222
2018 Q4	$211K	Buy	+15,000	New	+$237K	0.01%	209

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Eagle Global Advisors's BIZD Position: Q3 2020 in Review

Eagle Global Advisors sold out of VanEck BDC Income ETF (BIZD) in Q3 2020, closing a stake of 18,000 shares — an estimated $219K sold.

Eagle Global Advisors first reported a position in BIZD in Q4 2018 and held it in 3 quarters. The position peaked at $219K in Q2 2020. 63 funds tracked by Wall St. Rank hold BIZD as of Q3 2020.

Eagle Global Advisors reported no remaining VanEck BDC Income ETF position as of Q3 2020 after selling out during the quarter.
Eagle Global Advisors sold 18,000 VanEck BDC Income ETF shares in Q3 2020, an estimated $219K.
Eagle Global Advisors first reported a position in VanEck BDC Income ETF in Q4 2018 and held it in 3 quarters.
Eagle Global Advisors's VanEck BDC Income ETF position peaked at $219K in Q2 2020.
63 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2020.

Based on Eagle Global Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.