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Anchor Investment Management’s Barings BDC BBDC Stock Holding History

Anchor Investment Management’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$7.05K – 773
2017
Q2 		$7.05K Hold
400
– – ﹤0.01% 598
2017
Q1 		$7.64K Hold
400
– – ﹤0.01% 591
2016
Q4 		$7.34K Sell
400
-1,000
-71% -$18.7K ﹤0.01% 574
2016
Q3 		$27.6K Hold
1,400
– – 0.01% 413
2016
Q2 		$27.1K Hold
1,400
– – 0.01% 408
2016
Q1 		$28.8K Buy
+1,400
New +$25.7K 0.01% 387

Other funds holding BBDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Anchor Investment Management's BBDC Position: Q3 2017 in Review

Anchor Investment Management sold out of Barings BDC (BBDC) in Q3 2017, closing a stake of 400 shares — an estimated $7.05K sold.

Anchor Investment Management first reported a position in BBDC in Q1 2016 and held it in 6 quarters. The position peaked at $28.8K in Q1 2016. 99 funds tracked by Wall St. Rank hold BBDC as of Q3 2017.

  • Anchor Investment Management reported no remaining Barings BDC position as of Q3 2017 after selling out during the quarter.
  • Anchor Investment Management sold 400 Barings BDC shares in Q3 2017, an estimated $7.05K.
  • Anchor Investment Management first reported a position in Barings BDC in Q1 2016 and held it in 6 quarters.
  • Anchor Investment Management's Barings BDC position peaked at $28.8K in Q1 2016.
  • 99 funds tracked by Wall St. Rank held Barings BDC as of Q3 2017.

Based on Anchor Investment Management's 13F filing for Q3 2017, filed 3 Jan 2024.