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Sargent Bickham Lagudis’s VanEck BDC Income ETF BIZD Stock Holding History

Sargent Bickham Lagudis’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
2016
Q4 		– Sell
-300
Closed -$5 – 712
2016
Q3 		$5 Buy
+300
New +$5.21K ﹤0.01% 639

Other funds holding BIZD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $787M AUM 16.42% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Sargent Bickham Lagudis's BIZD Position: Q4 2016 in Review

Sargent Bickham Lagudis sold out of VanEck BDC Income ETF (BIZD) in Q4 2016, closing a stake of 300 shares — an estimated $5 sold.

Sargent Bickham Lagudis first reported a position in BIZD in Q3 2016 and held it in 1 quarter. The position peaked at $5 in Q3 2016. 39 funds tracked by Wall St. Rank hold BIZD as of Q4 2016.

  • Sargent Bickham Lagudis reported no remaining VanEck BDC Income ETF position as of Q4 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 300 VanEck BDC Income ETF shares in Q4 2016, an estimated $5.
  • Sargent Bickham Lagudis first reported a position in VanEck BDC Income ETF in Q3 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's VanEck BDC Income ETF position peaked at $5 in Q3 2016.
  • 39 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2016, filed 13 Sep 2021.