Emerald Mutual Fund Advisers Trust’s Belden BDC Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q4	–	Sell	-728	Closed	-$23K	–	241
2020 Q3	$23K	Sell	728 -178	-20%	-$5.87K	﹤0.01%	285
2020 Q2	$29K	Buy	+906	New	+$30.1K	﹤0.01%	286
2020 Q1	–	Sell	-747	Closed	-$41K	–	229
2019 Q4	$41K	Buy	+747	New	+$39.9K	﹤0.01%	276

Other funds holding BDC

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

Emerald Mutual Fund Advisers Trust's BDC Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Belden (BDC) in Q4 2020, closing a stake of 728 shares — an estimated $23K sold.

Emerald Mutual Fund Advisers Trust first reported a position in BDC in Q4 2019 and held it in 3 quarters. The position peaked at $41K in Q4 2019. 181 funds tracked by Wall St. Rank hold BDC as of Q4 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Belden position as of Q4 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 728 Belden shares in Q4 2020, an estimated $23K.
Emerald Mutual Fund Advisers Trust first reported a position in Belden in Q4 2019 and held it in 3 quarters.
Emerald Mutual Fund Advisers Trust's Belden position peaked at $41K in Q4 2019.
181 funds tracked by Wall St. Rank held Belden as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.