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Fiduciary Management Associates’s Belden BDC Stock Holding History

Fiduciary Management Associates’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
2014
Q4 		– Sell
-40,190
Closed -$2.57M – 118
2014
Q3 		$2.57M Sell
40,190
-202,310
-83% -$14.6M 0.18% 78
2014
Q2 		$19M Sell
242,500
-3,055
-1% -$224K 1.26% 38
2014
Q1 		$17.1M Sell
245,555
-28,920
-11% -$2.01M 1.14% 49
2013
Q4 		$19.3M Sell
274,475
-35,830
-12% -$2.42M 1.31% 29
2013
Q3 		$19.9M Sell
310,305
-2,420
-0.8% -$142K 1.44% 9
2013
Q2 		$15.6M Buy
+312,725
New +$15.9M 1.22% 28

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 18.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fiduciary Management Associates's BDC Position: Q4 2014 in Review

Fiduciary Management Associates sold out of Belden (BDC) in Q4 2014, closing a stake of 40,190 shares — an estimated $2.57M sold.

Fiduciary Management Associates first reported a position in BDC in Q2 2013 and held it in 6 quarters. The position peaked at $19.9M in Q3 2013. 213 funds tracked by Wall St. Rank hold BDC as of Q4 2014.

  • Fiduciary Management Associates reported no remaining Belden position as of Q4 2014 after selling out during the quarter.
  • Fiduciary Management Associates sold 40,190 Belden shares in Q4 2014, an estimated $2.57M.
  • Fiduciary Management Associates first reported a position in Belden in Q2 2013 and held it in 6 quarters.
  • Fiduciary Management Associates's Belden position peaked at $19.9M in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Belden as of Q4 2014.

Based on Fiduciary Management Associates's 13F filing for Q4 2014, filed 4 Feb 2015.