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Telemus Capital’s VanEck BDC Income ETF BIZD Stock Holding History

Telemus Capital’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
2019
Q1 		– Sell
-24,225
Closed -$340K – 425
2018
Q4 		$340K Buy
+24,225
New +$383K 0.03% 309

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Telemus Capital's BIZD Position: Q1 2019 in Review

Telemus Capital sold out of VanEck BDC Income ETF (BIZD) in Q1 2019, closing a stake of 24,225 shares — an estimated $340K sold.

Telemus Capital first reported a position in BIZD in Q4 2018 and held it in 1 quarter. The position peaked at $340K in Q4 2018. 55 funds tracked by Wall St. Rank hold BIZD as of Q1 2019.

  • Telemus Capital reported no remaining VanEck BDC Income ETF position as of Q1 2019 after selling out during the quarter.
  • Telemus Capital sold 24,225 VanEck BDC Income ETF shares in Q1 2019, an estimated $340K.
  • Telemus Capital first reported a position in VanEck BDC Income ETF in Q4 2018 and held it in 1 quarter.
  • Telemus Capital's VanEck BDC Income ETF position peaked at $340K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2019.

Based on Telemus Capital's 13F filing for Q1 2019, filed 2 May 2019.