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Essex Investment Management’s Belden BDC Stock Holding History

Essex Investment Management’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
2015
Q1 		– Sell
-28,078
Closed -$2.21M – 323
2014
Q4 		$2.21M Sell
28,078
-602
-2% -$42.7K 0.32% 83
2014
Q3 		$1.84M Sell
28,680
-420
-1% -$30.4K 0.28% 97
2014
Q2 		$2.27M Sell
29,100
-1,722
-6% -$126K 0.33% 88
2014
Q1 		$2.15M Sell
30,822
-2,372
-7% -$165K 0.31% 107
2013
Q4 		$2.34M Buy
33,194
+9,441
+40% +$639K 0.33% 87
2013
Q3 		$1.52M Buy
+23,753
New +$1.39M 0.23% 121

Other funds holding BDC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Essex Investment Management's BDC Position: Q1 2015 in Review

Essex Investment Management sold out of Belden (BDC) in Q1 2015, closing a stake of 28,078 shares — an estimated $2.21M sold.

Essex Investment Management first reported a position in BDC in Q3 2013 and held it in 6 quarters. The position peaked at $2.34M in Q4 2013. 228 funds tracked by Wall St. Rank hold BDC as of Q1 2015.

  • Essex Investment Management reported no remaining Belden position as of Q1 2015 after selling out during the quarter.
  • Essex Investment Management sold 28,078 Belden shares in Q1 2015, an estimated $2.21M.
  • Essex Investment Management first reported a position in Belden in Q3 2013 and held it in 6 quarters.
  • Essex Investment Management's Belden position peaked at $2.34M in Q4 2013.
  • 228 funds tracked by Wall St. Rank held Belden as of Q1 2015.

Based on Essex Investment Management's 13F filing for Q1 2015, filed 6 May 2015.