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Simon Quick Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-1,707
Closed -$30K – 454
2017
Q3 		$30K Hold
1,707
– – 0.01% 324
2017
Q2 		$31K Hold
1,707
– – 0.02% 152
2017
Q1 		$33K Buy
+1,707
New +$32K 0.02% 179

Other funds holding BIZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simon Quick Advisors's BIZD Position: Q4 2017 in Review

Simon Quick Advisors sold out of VanEck BDC Income ETF (BIZD) in Q4 2017, closing a stake of 1,707 shares — an estimated $30K sold.

Simon Quick Advisors first reported a position in BIZD in Q1 2017 and held it in 3 quarters. The position peaked at $33K in Q1 2017. 51 funds tracked by Wall St. Rank hold BIZD as of Q4 2017.

  • Simon Quick Advisors reported no remaining VanEck BDC Income ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 1,707 VanEck BDC Income ETF shares in Q4 2017, an estimated $30K.
  • Simon Quick Advisors first reported a position in VanEck BDC Income ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's VanEck BDC Income ETF position peaked at $33K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.