Macroview Investment Management’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Macroview Investment Management’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
2014 Q3	–	Sell	-200	Closed	-$6K	–	311
2014 Q2	$6K	Sell	200 -150	-43%	-$3.92K	0.01%	101
2014 Q1	$10K	Hold	350	–	–	0.02%	116
2013 Q4	$10K	Hold	350	–	–	0.02%	110
2013 Q3	$10K	Buy	+350	New	+$9.59K	0.02%	109

Other funds holding BDCL

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Macroview Investment Management's BDCL Position: Q3 2014 in Review

Macroview Investment Management sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q3 2014, closing a stake of 200 shares — an estimated $6K sold.

Macroview Investment Management first reported a position in BDCL in Q3 2013 and held it in 4 quarters. The position peaked at $10K in Q1 2014. 13 funds tracked by Wall St. Rank hold BDCL as of Q3 2014.

Macroview Investment Management reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q3 2014 after selling out during the quarter.
Macroview Investment Management sold 200 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q3 2014, an estimated $6K.
Macroview Investment Management first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q3 2013 and held it in 4 quarters.
Macroview Investment Management's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $10K in Q1 2014.
13 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q3 2014.

Based on Macroview Investment Management's 13F filing for Q3 2014, filed 23 Oct 2014.