GRP
BDCS

Global Retirement Partners’s UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com BDCS Stock Holding History

Global Retirement Partners’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
2020
Q4 		– Sell
-544
Closed -$8K – 1852
2020
Q3 		$8K Hold
544
– – ﹤0.01% 1222
2020
Q2 		$8K Hold
544
– – ﹤0.01% 1187
2020
Q1 		$6K Hold
544
– – ﹤0.01% 1203
2019
Q4 		$11K Hold
544
– – ﹤0.01% 1141
2019
Q3 		$11K Hold
544
– – ﹤0.01% 1105
2019
Q2 		$11K Hold
544
– – ﹤0.01% 1095
2019
Q1 		$11K Hold
544
– – ﹤0.01% 1045
2018
Q4 		$10K Hold
544
– – ﹤0.01% 988
2018
Q3 		$11K Hold
544
– – ﹤0.01% 1024
2018
Q2 		$11K Hold
544
– – ﹤0.01% 985
2018
Q1 		$11K Hold
544
– – ﹤0.01% 959
2017
Q4 		$11K Hold
544
– – ﹤0.01% 892
2017
Q3 		$12K Sell
544
-242
-31% -$5.28K 0.01% 785
2017
Q2 		$18K Hold
786
– – 0.01% 639
2017
Q1 		$19K Hold
786
– – 0.01% 578
2016
Q4 		$18K Buy
+786
New +$17.2K 0.01% 546

Global Retirement Partners's BDCS Position: Q4 2020 in Review

Global Retirement Partners sold out of UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) in Q4 2020, closing a stake of 544 shares — an estimated $8K sold.

Global Retirement Partners first reported a position in BDCS in Q4 2016 and held it in 16 quarters. The position peaked at $19K in Q1 2017. 0 funds tracked by Wall St. Rank hold BDCS as of Q4 2020.

  • Global Retirement Partners reported no remaining UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position as of Q4 2020 after selling out during the quarter.
  • Global Retirement Partners sold 544 UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com shares in Q4 2020, an estimated $8K.
  • Global Retirement Partners first reported a position in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com in Q4 2016 and held it in 16 quarters.
  • Global Retirement Partners's UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position peaked at $19K in Q1 2017.
  • 0 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 2020.

Based on Global Retirement Partners's 13F filing for Q4 2020, filed 13 Jan 2021.