Girard Securities’s VanEck BDC Income ETF BIZD Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-18,643	Closed	-$335K	–	6
2017 Q3	$335K	Buy	18,643 +3,740	+25%	+$66.1K	0.3%	77
2017 Q2	$276K	Buy	14,903 +2,840	+24%	+$52.5K	0.21%	117
2017 Q1	$232K	Buy	+12,063	New	+$226K	0.2%	133

Other funds holding BIZD

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

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

FAM

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

MFP

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

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

RBC

Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Girard Securities's BIZD Position: Q4 2017 in Review

Girard Securities sold out of VanEck BDC Income ETF (BIZD) in Q4 2017, closing a stake of 18,643 shares — an estimated $335K sold.

Girard Securities first reported a position in BIZD in Q1 2017 and held it in 3 quarters. The position peaked at $335K in Q3 2017. 51 funds tracked by Wall St. Rank hold BIZD as of Q4 2017.

Girard Securities reported no remaining VanEck BDC Income ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 18,643 VanEck BDC Income ETF shares in Q4 2017, an estimated $335K.
Girard Securities first reported a position in VanEck BDC Income ETF in Q1 2017 and held it in 3 quarters.
Girard Securities's VanEck BDC Income ETF position peaked at $335K in Q3 2017.
51 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.