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BDCL

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

Wealthfront’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
2015
Q3 		– Sell
-401
Closed -$8K – 1509
2015
Q2 		$8K Buy
+401
New +$8.59K ﹤0.01% 936

Other funds holding BDCL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CAD
Craig A. Drill $24.4M AUM 13.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthfront's BDCL Position: Q3 2015 in Review

Wealthfront sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q3 2015, closing a stake of 401 shares — an estimated $8K sold.

Wealthfront first reported a position in BDCL in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 15 funds tracked by Wall St. Rank hold BDCL as of Q3 2015.

  • Wealthfront reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 401 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q3 2015, an estimated $8K.
  • Wealthfront first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q2 2015 and held it in 1 quarter.
  • Wealthfront's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $8K in Q2 2015.
  • 15 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.