NFG
BDCL

Next Financial Group’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Next Financial Group’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
Q1 		– Sell
-100
Closed -$2K – 2414
2016
Q4 		$2K Hold
100
– – ﹤0.01% 2216
2016
Q3 		$2K Buy
+100
New +$1.81K ﹤0.01% 2207

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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 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
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BMM
Buffington Mohr McNeal Boise, Idaho $507M AUM 5.85% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Next Financial Group's BDCL Position: Q1 2017 in Review

Next Financial Group sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in BDCL in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 20 funds tracked by Wall St. Rank hold BDCL as of Q1 2017.

  • Next Financial Group reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 100 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q1 2017, an estimated $2K.
  • Next Financial Group first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $2K in Q4 2016.
  • 20 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.