IFP Advisors’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

IFP Advisors’s Portfolio BDCL Stock Details BDCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-614	Closed	-$7K	–	3787
2018 Q4	$7K	Buy	614 +26	+4%	+$359	﹤0.01%	2725
2018 Q3	$9K	Buy	588 +21	+4%	+$338	﹤0.01%	2938
2018 Q2	$9K	Buy	567 +44	+8%	+$664	﹤0.01%	2998
2018 Q1	$9K	Hold	523	–	–	﹤0.01%	2879
2017 Q4	$9K	Buy	523 +20	+4%	+$338	﹤0.01%	2924
2017 Q3	$9K	Buy	503 +21	+4%	+$382	﹤0.01%	3109
2017 Q2	$10K	Buy	482 +17	+4%	+$340	﹤0.01%	3050
2017 Q1	$10K	Buy	465 +16	+4%	+$328	﹤0.01%	2949
2016 Q4	$9K	Buy	449 +18	+4%	+$330	﹤0.01%	2996
2016 Q3	$8K	Buy	431 +17	+4%	+$307	﹤0.01%	3008
2016 Q2	$7K	Buy	+414	New	+$6.59K	﹤0.01%	2979
2016 Q1	–	Sell	-375	Closed	-$6K	–	3771
2015 Q4	$6K	Buy	+375	New	+$6.21K	﹤0.01%	2905

Other funds holding BDCL

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

HIS

Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return

SAM

Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

SAS

Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's BDCL Position: Q1 2019 in Review

IFP Advisors sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q1 2019, closing a stake of 614 shares — an estimated $7K sold.

IFP Advisors first reported a position in BDCL in Q4 2015 and held it in 12 quarters. The position peaked at $10K in Q2 2017. 14 funds tracked by Wall St. Rank hold BDCL as of Q1 2019.

IFP Advisors reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 614 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q1 2019, an estimated $7K.
IFP Advisors first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q4 2015 and held it in 12 quarters.
IFP Advisors's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $10K in Q2 2017.
14 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.