ME
BDCS

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

McIlrath & Eck’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
2018
Q4 		– Sell
-600
Closed -$12K – 611
2018
Q3 		$12K Hold
600
– – 0.01% 277
2018
Q2 		$12K Hold
600
– – 0.01% 260
2018
Q1 		$12K Hold
600
– – 0.01% 241
2017
Q4 		$12K Buy
+600
New +$12.7K 0.01% 257

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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return

McIlrath & Eck's BDCS Position: Q4 2018 in Review

McIlrath & Eck sold out of UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) in Q4 2018, closing a stake of 600 shares — an estimated $12K sold.

McIlrath & Eck first reported a position in BDCS in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 34 funds tracked by Wall St. Rank hold BDCS as of Q4 2018.

  • McIlrath & Eck reported no remaining UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position as of Q4 2018 after selling out during the quarter.
  • McIlrath & Eck sold 600 UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com shares in Q4 2018, an estimated $12K.
  • McIlrath & Eck first reported a position in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com in Q4 2017 and held it in 4 quarters.
  • McIlrath & Eck's UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position peaked at $12K in Q3 2018.
  • 34 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 Q4 2018.

Based on McIlrath & Eck's 13F filing for Q4 2018, filed 7 May 2019.