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Advisory Research’s Belden BDC Stock Holding History

Advisory Research’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
2017
Q3 		– Sell
-21,297
Closed -$1.61M – 432
2017
Q2 		$1.61M Sell
21,297
-3,050
-13% -$218K 0.03% 252
2017
Q1 		$1.69M Sell
24,347
-18,237
-43% -$1.34M 0.02% 269
2016
Q4 		$3.18M Buy
+42,584
New +$3.03M 0.05% 165

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research's BDC Position: Q3 2017 in Review

Advisory Research sold out of Belden (BDC) in Q3 2017, closing a stake of 21,297 shares — an estimated $1.61M sold.

Advisory Research first reported a position in BDC in Q4 2016 and held it in 3 quarters. The position peaked at $3.18M in Q4 2016. 233 funds tracked by Wall St. Rank hold BDC as of Q3 2017.

  • Advisory Research reported no remaining Belden position as of Q3 2017 after selling out during the quarter.
  • Advisory Research sold 21,297 Belden shares in Q3 2017, an estimated $1.61M.
  • Advisory Research first reported a position in Belden in Q4 2016 and held it in 3 quarters.
  • Advisory Research's Belden position peaked at $3.18M in Q4 2016.
  • 233 funds tracked by Wall St. Rank held Belden as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.