TPW
BDCL

Tiller Private Wealth’s 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev BDCL Stock Holding History

Tiller Private Wealth’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
Q1 		– Sell
-16,055
Closed -$264K – 47
2017
Q4 		$264K Hold
16,055
– – 0.2% 32
2017
Q3 		$296K Buy
16,055
+3,580
+29% +$65.1K 0.23% 32
2017
Q2 		$246K Buy
+12,475
New +$250K 0.19% 34

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
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
AIA
Allegis Investment Advisors Idaho Falls, Idaho $326M AUM 10.36% 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
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 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

Tiller Private Wealth's BDCL Position: Q1 2018 in Review

Tiller Private Wealth sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q1 2018, closing a stake of 16,055 shares — an estimated $264K sold.

Tiller Private Wealth first reported a position in BDCL in Q2 2017 and held it in 3 quarters. The position peaked at $296K in Q3 2017. 15 funds tracked by Wall St. Rank hold BDCL as of Q1 2018.

  • Tiller Private Wealth reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q1 2018 after selling out during the quarter.
  • Tiller Private Wealth sold 16,055 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q1 2018, an estimated $264K.
  • Tiller Private Wealth first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q2 2017 and held it in 3 quarters.
  • Tiller Private Wealth's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $296K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q1 2018.

Based on Tiller Private Wealth's 13F filing for Q1 2018, filed 24 Apr 2018.