IA
BDCS

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

IFP Advisors’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
2019
Q1 		$2K Hold
83
– – ﹤0.01% 2164
2018
Q4 		$1K Sell
83
-1,522
-95% -$29.2K ﹤0.01% 3481
2018
Q3 		$33K Buy
1,605
+31
+2% +$642 ﹤0.01% 2157
2018
Q2 		$32K Buy
1,574
+62
+4% +$1.24K ﹤0.01% 2189
2018
Q1 		$31K Hold
1,512
– – ﹤0.01% 2118
2017
Q4 		$31K Buy
1,512
+30
+2% +$633 ﹤0.01% 2143
2017
Q3 		$33K Sell
1,482
-108
-7% -$2.35K ﹤0.01% 2288
2017
Q2 		$36K Buy
1,590
+28
+2% +$640 ﹤0.01% 2200
2017
Q1 		$37K Buy
1,562
+28
+2% +$648 ﹤0.01% 2121
2016
Q4 		$35K Sell
1,534
-732
-32% -$16K ﹤0.01% 2097
2016
Q3 		$50K Buy
2,266
+45
+2% +$975 ﹤0.01% 1824
2016
Q2 		$46K Buy
2,221
+2,138
+2,576% +$43.4K ﹤0.01% 1823
2016
Q1 		$2K Sell
83
-1,329
-94% -$25.1K ﹤0.01% 2152
2015
Q4 		$29K Buy
+1,412
New +$28.9K ﹤0.01% 1958

Other funds holding BDCS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IFP Advisors's BDCS Position: Q1 2019 in Review

IFP Advisors held its UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) position steady in Q1 2019 at 83 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

IFP Advisors first reported a position in BDCS in Q4 2015 and has held it in 14 quarters since. The position peaked at $50K in Q3 2016. 36 funds tracked by Wall St. Rank hold BDCS as of Q1 2019.

  • IFP Advisors held 83 shares of UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com worth $2K as of Q1 2019.
  • IFP Advisors left its UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com share count unchanged in Q1 2019.
  • UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #2164 holding.
  • IFP Advisors first reported a position in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com in Q4 2015 and has held it in 14 quarters since.
  • IFP Advisors's UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position peaked at $50K in Q3 2016.
  • 36 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 Q1 2019.

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