PMFA
BDCL

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 – 725
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

ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Plante Moran Financial Advisors's BDCL Position: Q1 2014 in Review

Plante Moran Financial Advisors sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q1 2014, closing a stake of 518 shares — an estimated $15K sold.

Plante Moran Financial Advisors first reported a position in BDCL in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q4 2013. 11 funds tracked by Wall St. Rank hold BDCL as of Q1 2014.

  • Plante Moran Financial Advisors reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q1 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 518 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q1 2014, an estimated $15K.
  • Plante Moran Financial Advisors first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q2 2013 and held it in 3 quarters.
  • Plante Moran Financial Advisors's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $15K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q1 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.