Alex Roepers’s Belden BDC Stock Holding History

Alex Roepers’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
2018 Q3	–	Sell	-74,339	Closed	-$4.54M	–	21
2018 Q2	$4.54M	Buy	74,339 +8,339	+13%	+$511K	0.7%	10
2018 Q1	$4.55M	Buy	+66,000	New	+$5.07M	0.63%	13
2017 Q2	–	Sell	-67,886	Closed	-$4.7M	–	20
2017 Q1	$4.7M	Buy	+67,886	New	+$4.99M	0.49%	15

Other funds holding BDC

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Alex Roepers's BDC Position: Q3 2018 in Review

Alex Roepers sold out of Belden (BDC) in Q3 2018, closing a stake of 74,339 shares — an estimated $4.54M sold.

Alex Roepers first reported a position in BDC in Q1 2017 and held it in 3 quarters. The position peaked at $4.7M in Q1 2017. 230 funds tracked by Wall St. Rank hold BDC as of Q3 2018.

Alex Roepers reported no remaining Belden position as of Q3 2018 after selling out during the quarter.
Alex Roepers sold 74,339 Belden shares in Q3 2018, an estimated $4.54M.
Alex Roepers first reported a position in Belden in Q1 2017 and held it in 3 quarters.
Alex Roepers's Belden position peaked at $4.7M in Q1 2017.
230 funds tracked by Wall St. Rank held Belden as of Q3 2018.

Based on Atlantic Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.