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New England Investment & Retirement Group’s VanEck BDC Income ETF BIZD Stock Holding History

New England Investment & Retirement Group’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
Q4 		– Sell
-24,264
Closed -$476K – 60
2014
Q3 		$476K Sell
24,264
-1,941
-7% -$39.5K 0.21% 56
2014
Q2 		$524K Sell
26,205
-61,080
-70% -$1.22M 0.28% 53
2014
Q1 		$1.81M Sell
87,285
-2,909
-3% -$60.9K 1.11% 25
2013
Q4 		$1.89M Buy
90,194
+4,289
+5% +$89.2K 1.18% 25
2013
Q3 		$1.76M Sell
85,905
-41,981
-33% -$849K 1.08% 28
2013
Q2 		$2.55M Buy
+127,886
New +$2.56M 1.6% 18

Other funds holding BIZD

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New England Investment & Retirement Group's BIZD Position: Q4 2014 in Review

New England Investment & Retirement Group sold out of VanEck BDC Income ETF (BIZD) in Q4 2014, closing a stake of 24,264 shares — an estimated $476K sold.

New England Investment & Retirement Group first reported a position in BIZD in Q2 2013 and held it in 6 quarters. The position peaked at $2.55M in Q2 2013. 20 funds tracked by Wall St. Rank hold BIZD as of Q4 2014.

  • New England Investment & Retirement Group reported no remaining VanEck BDC Income ETF position as of Q4 2014 after selling out during the quarter.
  • New England Investment & Retirement Group sold 24,264 VanEck BDC Income ETF shares in Q4 2014, an estimated $476K.
  • New England Investment & Retirement Group first reported a position in VanEck BDC Income ETF in Q2 2013 and held it in 6 quarters.
  • New England Investment & Retirement Group's VanEck BDC Income ETF position peaked at $2.55M in Q2 2013.
  • 20 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2014.

Based on New England Investment & Retirement Group's 13F filing for Q4 2014, filed 22 Jan 2015.