LFA
BDCL

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

Legacy Financial 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
Q2 		– Sell
-750
Closed -$11K – 1034
2019
Q1 		$11K Buy
+750
New +$10.3K ﹤0.01% 607

Other funds holding BDCL

CC
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
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Legacy Financial Advisors's BDCL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q2 2019, closing a stake of 750 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in BDCL in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 16 funds tracked by Wall St. Rank hold BDCL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 750 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q2 2019, an estimated $11K.
  • Legacy Financial Advisors first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $11K in Q1 2019.
  • 16 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.