Signet Financial Management’s VanEck BDC Income ETF BIZD Stock Holding History

Signet Financial Management’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
2018 Q4	–	Sell	-645	Closed	-$11K	–	306
2018 Q3	$11K	Hold	645	–	–	﹤0.01%	609
2018 Q2	$11K	Hold	645	–	–	﹤0.01%	613
2018 Q1	$10K	Buy	+645	New	+$10.5K	﹤0.01%	578

Other funds holding BIZD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TCM

Tradition Capital Management Summit, New Jersey $369M AUM 6.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Signet Financial Management's BIZD Position: Q4 2018 in Review

Signet Financial Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2018, closing a stake of 645 shares — an estimated $11K sold.

Signet Financial Management first reported a position in BIZD in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 57 funds tracked by Wall St. Rank hold BIZD as of Q4 2018.

Signet Financial Management reported no remaining VanEck BDC Income ETF position as of Q4 2018 after selling out during the quarter.
Signet Financial Management sold 645 VanEck BDC Income ETF shares in Q4 2018, an estimated $11K.
Signet Financial Management first reported a position in VanEck BDC Income ETF in Q1 2018 and held it in 3 quarters.
Signet Financial Management's VanEck BDC Income ETF position peaked at $11K in Q3 2018.
57 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.