Whitener Capital Management’s VanEck BDC Income ETF BIZD Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-4,222	Closed	-$71K	–	170
2019 Q3	$71K	Buy	4,222 +822	+24%	+$13.6K	0.04%	194
2019 Q2	$56K	Hold	3,400	–	–	0.03%	214
2019 Q1	$55K	Hold	3,400	–	–	0.04%	208
2018 Q4	$47K	Hold	3,400	–	–	0.03%	197
2018 Q3	$58K	Buy	+3,400	New	+$58K	0.04%	188
2018 Q2	–	Sell	-3,400	Closed	-$55K	–	150
2018 Q1	$55K	Hold	3,400	–	–	0.04%	187
2017 Q4	$56K	Buy	+3,400	New	+$58.3K	0.05%	178

Other funds holding BIZD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Whitener Capital Management's BIZD Position: Q4 2019 in Review

Whitener Capital Management sold out of VanEck BDC Income ETF (BIZD) in Q4 2019, closing a stake of 4,222 shares — an estimated $71K sold.

Whitener Capital Management first reported a position in BIZD in Q4 2017 and held it in 7 quarters. The position peaked at $71K in Q3 2019. 62 funds tracked by Wall St. Rank hold BIZD as of Q4 2019.

Whitener Capital Management reported no remaining VanEck BDC Income ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 4,222 VanEck BDC Income ETF shares in Q4 2019, an estimated $71K.
Whitener Capital Management first reported a position in VanEck BDC Income ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's VanEck BDC Income ETF position peaked at $71K in Q3 2019.
62 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.