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HC Financial Advisors’s Barings BDC BBDC Stock Holding History

HC Financial Advisors’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$46K Hold
4,976
– – 0.03% 134
2022
Q1 		$51K Buy
+4,976
New +$53.4K 0.03% 130

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HC Financial Advisors's BBDC Position: Q2 2022 in Review

HC Financial Advisors held its Barings BDC (BBDC) position steady in Q2 2022 at 4,976 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #134.

HC Financial Advisors first reported a position in BBDC in Q1 2022 and has held it in 2 quarters since. The position peaked at $51K in Q1 2022. 217 funds tracked by Wall St. Rank hold BBDC as of Q2 2022.

  • HC Financial Advisors held 4,976 shares of Barings BDC worth $46K as of Q2 2022.
  • HC Financial Advisors left its Barings BDC share count unchanged in Q2 2022.
  • Barings BDC made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #134 holding.
  • HC Financial Advisors first reported a position in Barings BDC in Q1 2022 and has held it in 2 quarters since.
  • HC Financial Advisors's Barings BDC position peaked at $51K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Barings BDC as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.