AIM
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Assured Investment Management’s Belden BDC Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-19,803
Closed -$1.37M – 598
2017
Q1 		$1.37M Buy
+19,803
New +$1.46M 0.03% 233

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Assured Investment Management's BDC Position: Q2 2017 in Review

Assured Investment Management sold out of Belden (BDC) in Q2 2017, closing a stake of 19,803 shares — an estimated $1.37M sold.

Assured Investment Management first reported a position in BDC in Q1 2017 and held it in 1 quarter. The position peaked at $1.37M in Q1 2017. 233 funds tracked by Wall St. Rank hold BDC as of Q2 2017.

  • Assured Investment Management reported no remaining Belden position as of Q2 2017 after selling out during the quarter.
  • Assured Investment Management sold 19,803 Belden shares in Q2 2017, an estimated $1.37M.
  • Assured Investment Management first reported a position in Belden in Q1 2017 and held it in 1 quarter.
  • Assured Investment Management's Belden position peaked at $1.37M in Q1 2017.
  • 233 funds tracked by Wall St. Rank held Belden as of Q2 2017.

Based on Assured Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.