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Foresters Investment Management’s Belden BDC Stock Holding History

Foresters 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
2019
Q1 		– Sell
-196,200
Closed -$8.2M – 329
2018
Q4 		$8.2M Sell
196,200
-25,700
-12% -$1.4M 0.15% 196
2018
Q3 		$15.8M Buy
221,900
+6,900
+3% +$474K 0.25% 132
2018
Q2 		$13.1M Buy
215,000
+26,600
+14% +$1.63M 0.22% 154
2018
Q1 		$13M Buy
188,400
+49,900
+36% +$3.83M 0.22% 156
2017
Q4 		$10.7M Buy
138,500
+19,000
+16% +$1.57M 0.17% 179
2017
Q3 		$9.62M Buy
+119,500
New +$9.03M 0.16% 183

Other funds holding BDC

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Foresters Investment Management's BDC Position: Q1 2019 in Review

Foresters Investment Management sold out of Belden (BDC) in Q1 2019, closing a stake of 196,200 shares — an estimated $8.2M sold.

Foresters Investment Management first reported a position in BDC in Q3 2017 and held it in 6 quarters. The position peaked at $15.8M in Q3 2018. 225 funds tracked by Wall St. Rank hold BDC as of Q1 2019.

  • Foresters Investment Management reported no remaining Belden position as of Q1 2019 after selling out during the quarter.
  • Foresters Investment Management sold 196,200 Belden shares in Q1 2019, an estimated $8.2M.
  • Foresters Investment Management first reported a position in Belden in Q3 2017 and held it in 6 quarters.
  • Foresters Investment Management's Belden position peaked at $15.8M in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Belden as of Q1 2019.

Based on Foresters Investment Management's 13F filing for Q1 2019, filed 15 May 2019.