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

Highland Private 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
2018 Q2	–	Sell	-37,862	Closed	-$616K	–	107
2018 Q1	$616K	Buy	+37,862	New	+$616K	0.38%	64

Other funds holding BIZD

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MFP

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

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

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

Highland Private Wealth Management's BIZD Position: Q2 2018 in Review

Highland Private Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q2 2018, closing a stake of 37,862 shares — an estimated $616K sold.

Highland Private Wealth Management first reported a position in BIZD in Q1 2018 and held it in 1 quarter. The position peaked at $616K in Q1 2018. 50 funds tracked by Wall St. Rank hold BIZD as of Q2 2018.

Highland Private Wealth Management reported no remaining VanEck BDC Income ETF position as of Q2 2018 after selling out during the quarter.
Highland Private Wealth Management sold 37,862 VanEck BDC Income ETF shares in Q2 2018, an estimated $616K.
Highland Private Wealth Management first reported a position in VanEck BDC Income ETF in Q1 2018 and held it in 1 quarter.
Highland Private Wealth Management's VanEck BDC Income ETF position peaked at $616K in Q1 2018.
50 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.