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Greenwood Capital Associates’s Belden BDC Stock Holding History

Greenwood Capital 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
2018
Q1 		– Sell
-2,643
Closed -$204K – 193
2017
Q4 		$204K Sell
2,643
-229
-8% -$18.9K 0.05% 205
2017
Q3 		$231K Sell
2,872
-117
-4% -$8.84K 0.06% 166
2017
Q2 		$225K Buy
2,989
+14
+0.5% +$1K 0.06% 173
2017
Q1 		$206K Buy
2,975
+149
+5% +$11K 0.05% 193
2016
Q4 		$211K Buy
+2,826
New +$201K 0.06% 167
2015
Q3 		– Sell
-3,325
Closed -$270K – 156
2015
Q2 		$270K Buy
3,325
+1,076
+48% +$94.3K 0.08% 125
2015
Q1 		$210K Buy
+2,249
New +$194K 0.06% 147

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Greenwood Capital Associates's BDC Position: Q1 2018 in Review

Greenwood Capital Associates sold out of Belden (BDC) in Q1 2018, closing a stake of 2,643 shares — an estimated $204K sold.

Greenwood Capital Associates first reported a position in BDC in Q1 2015 and held it in 7 quarters. The position peaked at $270K in Q2 2015. 237 funds tracked by Wall St. Rank hold BDC as of Q1 2018.

  • Greenwood Capital Associates reported no remaining Belden position as of Q1 2018 after selling out during the quarter.
  • Greenwood Capital Associates sold 2,643 Belden shares in Q1 2018, an estimated $204K.
  • Greenwood Capital Associates first reported a position in Belden in Q1 2015 and held it in 7 quarters.
  • Greenwood Capital Associates's Belden position peaked at $270K in Q2 2015.
  • 237 funds tracked by Wall St. Rank held Belden as of Q1 2018.

Based on Greenwood Capital Associates's 13F filing for Q1 2018, filed 15 May 2018.