CA Family Wealth’s Belden BDC Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-4,361	Closed	-$240K	–	56
2019 Q4	$240K	Buy	+4,361	New	+$233K	0.16%	98

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CA Family Wealth's BDC Position: Q1 2020 in Review

CA Family Wealth sold out of Belden (BDC) in Q1 2020, closing a stake of 4,361 shares — an estimated $240K sold.

CA Family Wealth first reported a position in BDC in Q4 2019 and held it in 1 quarter. The position peaked at $240K in Q4 2019. 179 funds tracked by Wall St. Rank hold BDC as of Q1 2020.

CA Family Wealth reported no remaining Belden position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 4,361 Belden shares in Q1 2020, an estimated $240K.
CA Family Wealth first reported a position in Belden in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Belden position peaked at $240K in Q4 2019.
179 funds tracked by Wall St. Rank held Belden as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.