Merriman Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Merriman Wealth Management’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-64,300	Closed	-$1.31M	–	41
2014 Q2	$1.31M	Buy	+64,300	New	+$1.28M	1.32%	21

Other funds holding BIZD

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Merriman Wealth Management's BIZD Position: Q3 2014 in Review

Merriman Wealth Management sold out of VanEck BDC Income ETF (BIZD) in Q3 2014, closing a stake of 64,300 shares — an estimated $1.31M sold.

Merriman Wealth Management first reported a position in BIZD in Q2 2014 and held it in 1 quarter. The position peaked at $1.31M in Q2 2014. 23 funds tracked by Wall St. Rank hold BIZD as of Q3 2014.

Merriman Wealth Management reported no remaining VanEck BDC Income ETF position as of Q3 2014 after selling out during the quarter.
Merriman Wealth Management sold 64,300 VanEck BDC Income ETF shares in Q3 2014, an estimated $1.31M.
Merriman Wealth Management first reported a position in VanEck BDC Income ETF in Q2 2014 and held it in 1 quarter.
Merriman Wealth Management's VanEck BDC Income ETF position peaked at $1.31M in Q2 2014.
23 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q3 2014.

Based on Merriman Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.