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

Other funds holding BDCL

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $786B AUM 40.34% 1-Year Est. Return

Westwood Holdings Group's BDCL Position: Q1 2020 in Review

Westwood Holdings Group sold out of 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev (BDCL) in Q1 2020, closing a stake of 3,900 shares — an estimated $59K sold.

Westwood Holdings Group first reported a position in BDCL in Q3 2019 and held it in 2 quarters. The position peaked at $59K in Q4 2019. 9 funds tracked by Wall St. Rank hold BDCL as of Q1 2020.

  • Westwood Holdings Group reported no remaining 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 3,900 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev shares in Q1 2020, an estimated $59K.
  • Westwood Holdings Group first reported a position in 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev in Q3 2019 and held it in 2 quarters.
  • Westwood Holdings Group's 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev position peaked at $59K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held 2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.