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Avantax Planning Partners’s Belden BDC Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-107
Closed -$8K – 371
2018
Q3 		$8K Buy
+107
New +$7.35K ﹤0.01% 932
2018
Q2 		– Sell
-108
Closed -$7K – 362
2018
Q1 		$7K Buy
+108
New +$8.29K ﹤0.01% 1182

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Avantax Planning Partners's BDC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Belden (BDC) in Q4 2018, closing a stake of 107 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in BDC in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 220 funds tracked by Wall St. Rank hold BDC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Belden position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 107 Belden shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Belden in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Belden position peaked at $8K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Belden as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.