NFH
BDCS

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

NEXT Financial Holdings’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
2019
Q1 		$5K Buy
+265
New +$5.13K ﹤0.01% 1281

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
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
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

NEXT Financial Holdings's BDCS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) in Q1 2019: 265 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings.

36 funds tracked by Wall St. Rank hold BDCS as of Q1 2019.

  • NEXT Financial Holdings held 265 shares of UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com worth $5K as of Q1 2019.
  • UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com was a new NEXT Financial Holdings position in Q1 2019.
  • UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1281 holding.
  • 36 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 Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.