Evercore Wealth Management’s Belden BDC Stock Holding History

Evercore Wealth 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
2017 Q1	–	Sell	-2,000	Closed	-$150K	–	987
2016 Q4	$150K	Hold	2,000	–	–	0.01%	425
2016 Q3	$138K	Hold	2,000	–	–	0.01%	435
2016 Q2	$121K	Hold	2,000	–	–	0.01%	432
2016 Q1	$123K	Hold	2,000	–	–	0.01%	421
2015 Q4	$95K	Buy	+2,000	New	+$110K	﹤0.01%	480
2015 Q3	–	Sell	-2,000	Closed	-$162K	–	959
2015 Q2	$162K	Buy	+2,000	New	+$175K	0.01%	456

Other funds holding BDC

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Evercore Wealth Management's BDC Position: Q1 2017 in Review

Evercore Wealth Management sold out of Belden (BDC) in Q1 2017, closing a stake of 2,000 shares — an estimated $150K sold.

Evercore Wealth Management first reported a position in BDC in Q2 2015 and held it in 6 quarters. The position peaked at $162K in Q2 2015. 244 funds tracked by Wall St. Rank hold BDC as of Q1 2017.

Evercore Wealth Management reported no remaining Belden position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 2,000 Belden shares in Q1 2017, an estimated $150K.
Evercore Wealth Management first reported a position in Belden in Q2 2015 and held it in 6 quarters.
Evercore Wealth Management's Belden position peaked at $162K in Q2 2015.
244 funds tracked by Wall St. Rank held Belden as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.