WHG
BDCL

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

Westwood Holdings Group’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
2020
Q1 		– Sell
-3,900
Closed -$59K – 551
2019
Q4 		$59K Hold
3,900
– – ﹤0.01% 496
2019
Q3 		$57K Buy
+3,900
New +$55.3K ﹤0.01% 464

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CC
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Susquehanna International Group
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AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return