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Advisor Group’s Belden BDC Stock Holding History

Advisor Group’s Portfolio BDC Stock Details BDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$35K Sell
633
-204
-24% -$10.9K ﹤0.01% 3643
2019
Q3 		$46K Sell
837
-73
-8% -$3.66K ﹤0.01% 3451
2019
Q2 		$54K Buy
910
+249
+38% +$14.3K ﹤0.01% 3301
2019
Q1 		$36K Sell
661
-4
-0.6% -$219 ﹤0.01% 3599
2018
Q4 		$28K Sell
665
-192
-22% -$10.4K ﹤0.01% 3578
2018
Q3 		$61K Buy
857
+168
+24% +$11.5K ﹤0.01% 3139
2018
Q2 		$42K Sell
689
-98
-12% -$6K ﹤0.01% 3230
2018
Q1 		$54K Buy
787
+442
+128% +$33.9K ﹤0.01% 2996
2017
Q4 		$27K Buy
345
+75
+28% +$6.2K ﹤0.01% 3501
2017
Q3 		$22K Buy
270
+91
+51% +$6.88K ﹤0.01% 3502
2017
Q2 		$14K Buy
179
+114
+175% +$8.15K ﹤0.01% 3720
2017
Q1 		$4K Sell
65
-70
-52% -$5.15K ﹤0.01% 4183
2016
Q4 		$10K Buy
135
+8
+6% +$570 ﹤0.01% 3607
2016
Q3 		$9K Buy
127
+43
+51% +$2.99K ﹤0.01% 3601
2016
Q2 		$5K Buy
+84
New +$5.25K ﹤0.01% 3766

Other funds holding BDC

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's BDC Position: Q4 2019 in Review

Advisor Group reduced its Belden (BDC) stake by 24% in Q4 2019, selling an estimated $10.9K and leaving 633 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #3643.

Advisor Group first reported a position in BDC in Q2 2016 and has held it in 15 quarters since. The position peaked at $61K in Q3 2018. 197 funds tracked by Wall St. Rank hold BDC as of Q4 2019.

  • Advisor Group held 633 shares of Belden worth $35K as of Q4 2019.
  • Advisor Group sold 204 Belden shares in Q4 2019, an estimated $10.9K.
  • Belden made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3643 holding.
  • Advisor Group first reported a position in Belden in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Belden position peaked at $61K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Belden as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.