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BDCL
2Leveraged Long ETRACS Linked to the Wells Fargo Business Dev
BDCL
BDCL
Delisted
BDCL was delisted on the 1st of April, 2020.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SAM
1
Selway Asset Management
| $9.18M | -$1.06M | -70,550 | -11% |
|
| 2 |
CC
2
Claybrook Capital
Wellesley,
Massachusetts
| $2.98M | +$99.6K | +6,600 | +4% |
|
| 3 |
3
Jane Street
New York
| $1.2M | +$1.18M | +78,151 | New |
|
| 4 |
SAS
4
Stelac Advisory Services
New York
| $747K | – | – | – |
|
| 5 |
5
HighTower Advisors
Chicago,
Illinois
| $218K | -$10.6K | -700 | -5% |
|
| 6 |
6
DZ Bank
Frankfurt Am Main,
Germany
| $153K | – | – | – |
|
| 7 |
7
Envestnet Asset Management
Chicago,
Illinois
| $89K | – | – | – |
|
| 8 |
8
Morgan Stanley
New York
| $41K | – | – | – |
|
| 9 |
CFA
9
Carroll Financial Associates
Charlotte,
North Carolina
| $12K | – | – | – |
|
| 10 |
IA
10
IFP Advisors
Tampa,
Florida
| $9K | +$664 | +44 | +8% |
|
| 11 |
FANJ
11
Financial Architects (New Jersey)
Marlton,
New Jersey
| $6K | +$3.02K | +200 | +100% |
|
| 12 |
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | – | – | – |
|
| 13 |
SP
13
Successful Portfolios
Clearwater,
Florida
| – | -$147K | -10,000 | Closed |
|
| 14 |
14
Wells Fargo
San Francisco,
California
| – | -$15 | -1 | Closed |
|