Mariner Independent Advisor Network’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Mariner Independent Advisor Network’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
2017 Q2	–	Sell	-27,619	Closed	-$598K	–	366
2017 Q1	$598K	Buy	+27,619	New	+$567K	0.07%	141

Other funds holding BDCL

SAM

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

SAS

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

AIA

Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return

BRWA

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Independent Advisor Network's BDCL Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q2 2017, closing a stake of 27,619 shares — an estimated $598K sold.

Mariner Independent Advisor Network first reported a position in BDCL in Q1 2017 and held it in 1 quarter. The position peaked at $598K in Q1 2017. 18 funds tracked by Wall St. Rank hold BDCL as of Q2 2017.

Mariner Independent Advisor Network reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q2 2017 after selling out during the quarter.
Mariner Independent Advisor Network sold 27,619 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q2 2017, an estimated $598K.
Mariner Independent Advisor Network first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q1 2017 and held it in 1 quarter.
Mariner Independent Advisor Network's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $598K in Q1 2017.
18 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.