Capstone Asset Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Capstone Asset Management’s Portfolio BELFB Stock Details BELFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-13,469	Closed	-$325K	–	1616
2016 Q3	$325K	Sell	13,469 -180	-1%	-$3.84K	0.01%	1263
2016 Q2	$243K	Sell	13,649 -2,070	-13%	-$35K	0.01%	1410
2016 Q1	$229K	Sell	15,719 -90	-0.6%	-$1.33K	0.01%	1422
2015 Q4	$273K	Buy	+15,809	New	+$302K	0.01%	1333
2015 Q1	–	Sell	-9,609	Closed	-$263K	–	1650
2014 Q4	$263K	Buy	9,609 +550	+6%	+$14.4K	0.01%	1442
2014 Q3	$224K	Buy	9,059 +150	+2%	+$3.61K	0.01%	1517
2014 Q2	$229K	Buy	+8,909	New	+$211K	0.01%	1526

Other funds holding BELFB

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Capstone Asset Management's BELFB Position: Q4 2016 in Review

Capstone Asset Management sold out of Bel Fuse Inc Class B (BELFB) in Q4 2016, closing a stake of 13,469 shares — an estimated $325K sold.

Capstone Asset Management first reported a position in BELFB in Q2 2014 and held it in 7 quarters. The position peaked at $325K in Q3 2016. 112 funds tracked by Wall St. Rank hold BELFB as of Q4 2016.

Capstone Asset Management reported no remaining Bel Fuse Inc Class B position as of Q4 2016 after selling out during the quarter.
Capstone Asset Management sold 13,469 Bel Fuse Inc Class B shares in Q4 2016, an estimated $325K.
Capstone Asset Management first reported a position in Bel Fuse Inc Class B in Q2 2014 and held it in 7 quarters.
Capstone Asset Management's Bel Fuse Inc Class B position peaked at $325K in Q3 2016.
112 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2016.

Based on Capstone Asset Management's 13F filing for Q4 2016, filed 17 Jan 2017.