Clear Perspective Advisors’s Belden BDC Stock Holding History

Clear Perspective Advisors’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
2017 Q3	–	Sell	-400	Closed	-$30K	–	473
2017 Q2	$30K	Buy	+400	New	+$28.6K	0.03%	263

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Clear Perspective Advisors's BDC Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Belden (BDC) in Q3 2017, closing a stake of 400 shares — an estimated $30K sold.

Clear Perspective Advisors first reported a position in BDC in Q2 2017 and held it in 1 quarter. The position peaked at $30K in Q2 2017. 233 funds tracked by Wall St. Rank hold BDC as of Q3 2017.

Clear Perspective Advisors reported no remaining Belden position as of Q3 2017 after selling out during the quarter.
Clear Perspective Advisors sold 400 Belden shares in Q3 2017, an estimated $30K.
Clear Perspective Advisors first reported a position in Belden in Q2 2017 and held it in 1 quarter.
Clear Perspective Advisors's Belden position peaked at $30K in Q2 2017.
233 funds tracked by Wall St. Rank held Belden as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.