Plante Moran Financial Advisors’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Plante Moran Financial Advisors’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
2014 Q1	–	Sell	-518	Closed	-$15K	–	726
2013 Q4	$15K	Hold	518	–	–	0.01%	393
2013 Q3	$15K	Hold	518	–	–	0.01%	329
2013 Q2	$14K	Buy	+518	New	+$14.1K	0.01%	295

Other funds holding BDCL

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Macroview Investment Management Bethesda, Maryland $143M AUM 19.29% 1-Year Est. Return

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return