TFA
BIZD icon

Transamerica Financial Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

Transamerica Financial 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
2016
Q1 		– Sell
-8,700
Closed -$138K – 755
2015
Q4 		$138K Buy
8,700
+3,500
+67% +$57.2K 0.01% 327
2015
Q3 		$82K Buy
+5,200
New +$88.3K 0.01% 338

Other funds holding BIZD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCM
Tradition Capital Management Summit, New Jersey $369M AUM 6.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Transamerica Financial Advisors's BIZD Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of VanEck BDC Income ETF (BIZD) in Q1 2016, closing a stake of 8,700 shares — an estimated $138K sold.

Transamerica Financial Advisors first reported a position in BIZD in Q3 2015 and held it in 2 quarters. The position peaked at $138K in Q4 2015. 28 funds tracked by Wall St. Rank hold BIZD as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining VanEck BDC Income ETF position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 8,700 VanEck BDC Income ETF shares in Q1 2016, an estimated $138K.
  • Transamerica Financial Advisors first reported a position in VanEck BDC Income ETF in Q3 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's VanEck BDC Income ETF position peaked at $138K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.