IWM
BDC icon

IHT Wealth Management’s Belden BDC Stock Holding History

IHT 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
2018
Q2 		– Sell
-50
Closed -$3K – 502
2018
Q1 		$3K Hold
50
– – ﹤0.01% 1420
2017
Q4 		$4K Hold
50
– – ﹤0.01% 1370
2017
Q3 		$4K Hold
50
– – ﹤0.01% 1115
2017
Q2 		$38 Hold
50
– – 0.02% 583
2017
Q1 		$3K Hold
50
– – ﹤0.01% 1020
2016
Q4 		$4K Buy
+50
New +$3.56K ﹤0.01% 934

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IHT Wealth Management's BDC Position: Q2 2018 in Review

IHT Wealth Management sold out of Belden (BDC) in Q2 2018, closing a stake of 50 shares — an estimated $3K sold.

IHT Wealth Management first reported a position in BDC in Q4 2016 and held it in 6 quarters. The position peaked at $4K in Q4 2017. 230 funds tracked by Wall St. Rank hold BDC as of Q2 2018.

  • IHT Wealth Management reported no remaining Belden position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 50 Belden shares in Q2 2018, an estimated $3K.
  • IHT Wealth Management first reported a position in Belden in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Belden position peaked at $4K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held Belden as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.