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Bowling Portfolio Management’s Belden BDC Stock Holding History

Bowling Portfolio 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
2016
Q4 		– Sell
-9,519
Closed -$657K – 300
2016
Q3 		$657K Buy
+9,519
New +$662K 0.09% 157

Other funds holding BDC

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bowling Portfolio Management's BDC Position: Q4 2016 in Review

Bowling Portfolio Management sold out of Belden (BDC) in Q4 2016, closing a stake of 9,519 shares — an estimated $657K sold.

Bowling Portfolio Management first reported a position in BDC in Q3 2016 and held it in 1 quarter. The position peaked at $657K in Q3 2016. 250 funds tracked by Wall St. Rank hold BDC as of Q4 2016.

  • Bowling Portfolio Management reported no remaining Belden position as of Q4 2016 after selling out during the quarter.
  • Bowling Portfolio Management sold 9,519 Belden shares in Q4 2016, an estimated $657K.
  • Bowling Portfolio Management first reported a position in Belden in Q3 2016 and held it in 1 quarter.
  • Bowling Portfolio Management's Belden position peaked at $657K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held Belden as of Q4 2016.

Based on Bowling Portfolio Management's 13F filing for Q4 2016, filed 15 Feb 2017.