SPC
BDCL

Sigma Planning Corp’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-10,161
Closed -$187K – 912
2017
Q3 		$187K Sell
10,161
-1,241
-11% -$22.6K 0.02% 781
2017
Q2 		$225K Sell
11,402
-233
-2% -$4.66K 0.02% 665
2017
Q1 		$252K Buy
+11,635
New +$239K 0.02% 626
2016
Q4 		– Sell
-11,523
Closed -$216K – 818
2016
Q3 		$216K Buy
11,523
+74
+0.6% +$1.34K 0.03% 627
2016
Q2 		$192K Sell
11,449
-1,928
-14% -$30.7K 0.03% 625
2016
Q1 		$216K Buy
+13,377
New +$186K 0.03% 577

Other funds holding BDCL

SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Sigma Planning Corp's BDCL Position: Q4 2017 in Review

Sigma Planning Corp sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q4 2017, closing a stake of 10,161 shares — an estimated $187K sold.

Sigma Planning Corp first reported a position in BDCL in Q1 2016 and held it in 6 quarters. The position peaked at $252K in Q1 2017. 19 funds tracked by Wall St. Rank hold BDCL as of Q4 2017.

  • Sigma Planning Corp reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q4 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 10,161 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q4 2017, an estimated $187K.
  • Sigma Planning Corp first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q1 2016 and held it in 6 quarters.
  • Sigma Planning Corp's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $252K in Q1 2017.
  • 19 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q4 2017.

Based on Sigma Planning Corp's 13F filing for Q4 2017, filed 7 Feb 2018.