Stifel Financial
BDCL

Stifel Financial’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Stifel Financial’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
2016
Q2 		– Sell
-20,000
Closed -$323K – 2587
2016
Q1 		$323K Buy
+20,000
New +$278K ﹤0.01% 1789

Other funds holding BDCL

SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Stifel Financial's BDCL Position: Q2 2016 in Review

Stifel Financial sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q2 2016, closing a stake of 20,000 shares — an estimated $323K sold.

Stifel Financial first reported a position in BDCL in Q1 2016 and held it in 1 quarter. The position peaked at $323K in Q1 2016. 15 funds tracked by Wall St. Rank hold BDCL as of Q2 2016.

  • Stifel Financial reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q2 2016 after selling out during the quarter.
  • Stifel Financial sold 20,000 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q2 2016, an estimated $323K.
  • Stifel Financial first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q1 2016 and held it in 1 quarter.
  • Stifel Financial's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $323K in Q1 2016.
  • 15 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q2 2016.

Based on Stifel Financial's 13F filing for Q2 2016, filed 17 Aug 2016.