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Clarus Wealth Advisors’s Barings BDC BBDC Stock Holding History

Clarus Wealth Advisors’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-403
Closed -$4K – 680
2018
Q4 		$4K Hold
403
– – 0.01% 589
2018
Q3 		$4K Hold
403
– – ﹤0.01% 624
2018
Q2 		$4K Buy
+403
New +$4.62K ﹤0.01% 638

Other funds holding BBDC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clarus Wealth Advisors's BBDC Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Barings BDC (BBDC) in Q1 2019, closing a stake of 403 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in BBDC in Q2 2018 and held it in 3 quarters. The position peaked at $4K in Q4 2018. 91 funds tracked by Wall St. Rank hold BBDC as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining Barings BDC position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 403 Barings BDC shares in Q1 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Barings BDC in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's Barings BDC position peaked at $4K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held Barings BDC as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.