AI
BELFB

Analytic Investors’s Bel Fuse Inc Class B BELFB Stock Holding History

Analytic Investors’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,595
Closed -$224K – 593
2016
Q2 		$224K Sell
12,595
-55,839
-82% -$945K ﹤0.01% 568
2016
Q1 		$999K Buy
68,434
+3,914
+6% +$58K 0.01% 400
2015
Q4 		$1.12M Buy
64,520
+1,140
+2% +$21.8K 0.01% 382
2015
Q3 		$1.23M Sell
63,380
-553
-0.9% -$11.1K 0.02% 341
2015
Q2 		$1.31M Buy
63,933
+1
+0% +$21 0.02% 341
2015
Q1 		$1.22M Buy
63,932
+29,814
+87% +$657K 0.02% 338
2014
Q4 		$933K Sell
34,118
-18,687
-35% -$488K 0.01% 361
2014
Q3 		$1.31M Buy
52,805
+3,234
+7% +$77.9K 0.02% 328
2014
Q2 		$1.27M Buy
49,571
+25,667
+107% +$609K 0.02% 292
2014
Q1 		$523K Buy
23,904
+5,507
+30% +$110K 0.01% 437
2013
Q4 		$392K Buy
+18,397
New +$373K 0.01% 410

Other funds holding BELFB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Analytic Investors's BELFB Position: Q3 2016 in Review

Analytic Investors sold out of Bel Fuse Inc Class B (BELFB) in Q3 2016, closing a stake of 12,595 shares — an estimated $224K sold.

Analytic Investors first reported a position in BELFB in Q4 2013 and held it in 11 quarters. The position peaked at $1.31M in Q2 2015. 102 funds tracked by Wall St. Rank hold BELFB as of Q3 2016.

  • Analytic Investors reported no remaining Bel Fuse Inc Class B position as of Q3 2016 after selling out during the quarter.
  • Analytic Investors sold 12,595 Bel Fuse Inc Class B shares in Q3 2016, an estimated $224K.
  • Analytic Investors first reported a position in Bel Fuse Inc Class B in Q4 2013 and held it in 11 quarters.
  • Analytic Investors's Bel Fuse Inc Class B position peaked at $1.31M in Q2 2015.
  • 102 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.