Brighton Jones LLC’s Belden BDC Stock Holding History

Brighton Jones LLC’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	-4,207	Closed	-$300K	–	262
2018 Q3	$300K	Hold	4,207	–	–	0.04%	200
2018 Q2	$257K	Hold	4,207	–	–	0.03%	249
2018 Q1	$290K	Hold	4,207	–	–	0.04%	213
2017 Q4	$325K	Hold	4,207	–	–	0.04%	198
2017 Q3	$339K	Hold	4,207	–	–	0.04%	192
2017 Q2	$317K	Hold	4,207	–	–	0.04%	191
2017 Q1	$291K	Buy	+4,207	New	+$309K	0.07%	76
2016 Q4	–	Sell	-9,207	Closed	-$635K	–	116
2016 Q3	$635K	Buy	9,207 +2,414	+36%	+$168K	0.1%	104
2016 Q2	$410K	Hold	6,793	–	–	0.07%	132
2016 Q1	$417K	Sell	6,793 -3,500	-34%	-$173K	0.08%	127
2015 Q4	$491K	Sell	10,293 -18	-0.2%	-$989	0.1%	109
2015 Q3	$481K	Buy	10,311 +18	+0.2%	+$1.06K	0.1%	103
2015 Q2	$836K	Buy	10,293 +1,810	+21%	+$159K	0.19%	61
2015 Q1	$794K	Hold	8,483	–	–	0.18%	60
2014 Q4	$669K	Hold	8,483	–	–	0.15%	78
2014 Q3	$543K	Sell	8,483 -4,000	-32%	-$290K	0.12%	99
2014 Q2	$976K	Hold	12,483	–	–	0.22%	49
2014 Q1	$869K	Hold	12,483	–	–	0.2%	55
2013 Q4	$879K	Hold	12,483	–	–	0.2%	57
2013 Q3	$800K	Buy	12,483 +2,849	+30%	+$167K	0.21%	53
2013 Q2	$481K	Buy	+9,634	New	+$489K	0.14%	60

Other funds holding BDC

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Brighton Jones LLC's BDC Position: Q4 2018 in Review

Brighton Jones LLC sold out of Belden (BDC) in Q4 2018, closing a stake of 4,207 shares — an estimated $300K sold.

Brighton Jones LLC first reported a position in BDC in Q2 2013 and held it in 21 quarters. The position peaked at $976K in Q2 2014. 220 funds tracked by Wall St. Rank hold BDC as of Q4 2018.

Brighton Jones LLC reported no remaining Belden position as of Q4 2018 after selling out during the quarter.
Brighton Jones LLC sold 4,207 Belden shares in Q4 2018, an estimated $300K.
Brighton Jones LLC first reported a position in Belden in Q2 2013 and held it in 21 quarters.
Brighton Jones LLC's Belden position peaked at $976K in Q2 2014.
220 funds tracked by Wall St. Rank held Belden as of Q4 2018.

Based on Brighton Jones LLC's 13F filing for Q4 2018, filed 8 Feb 2019.