SP
BDCL

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

Successful Portfolios’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
2018
Q2 		– Sell
-10,000
Closed -$147K – 137
2018
Q1 		$147K Sell
10,000
-500
-5% -$7.48K 0.18% 127
2017
Q4 		$173K Buy
+10,500
New +$177K 0.21% 128

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Successful Portfolios's BDCL Position: Q2 2018 in Review

Successful Portfolios sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q2 2018, closing a stake of 10,000 shares — an estimated $147K sold.

Successful Portfolios first reported a position in BDCL in Q4 2017 and held it in 2 quarters. The position peaked at $173K in Q4 2017. 13 funds tracked by Wall St. Rank hold BDCL as of Q2 2018.

  • Successful Portfolios reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q2 2018 after selling out during the quarter.
  • Successful Portfolios sold 10,000 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q2 2018, an estimated $147K.
  • Successful Portfolios first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q4 2017 and held it in 2 quarters.
  • Successful Portfolios's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $173K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q2 2018.

Based on Successful Portfolios's 13F filing for Q2 2018, filed 24 Jul 2018.