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UBS’s VanEck BDC Income ETF BIZD Stock Holding History

UBS’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
2014
Q2 		– Sell
-2,625
Closed -$55K – 10418
2014
Q1 		$55K Hold
2,625
– – ﹤0.01% 6700
2013
Q4 		$55K Buy
2,625
+1,926
+276% +$40.1K ﹤0.01% 6825
2013
Q3 		$14K Buy
+699
New +$14.1K ﹤0.01% 8451

Other funds holding BIZD

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

UBS's BIZD Position: Q2 2014 in Review

UBS sold out of VanEck BDC Income ETF (BIZD) in Q2 2014, closing a stake of 2,625 shares — an estimated $55K sold.

UBS first reported a position in BIZD in Q3 2013 and held it in 3 quarters. The position peaked at $55K in Q1 2014. 19 funds tracked by Wall St. Rank hold BIZD as of Q2 2014.

  • UBS reported no remaining VanEck BDC Income ETF position as of Q2 2014 after selling out during the quarter.
  • UBS sold 2,625 VanEck BDC Income ETF shares in Q2 2014, an estimated $55K.
  • UBS first reported a position in VanEck BDC Income ETF in Q3 2013 and held it in 3 quarters.
  • UBS's VanEck BDC Income ETF position peaked at $55K in Q1 2014.
  • 19 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.