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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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.