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Independent Portfolio Consultants’s Belden BDC Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-585
Closed -$44K – 811
2016
Q4 		$44K Sell
585
-5
-0.8% -$356 0.01% 563
2016
Q3 		$41K Buy
+590
New +$41K 0.01% 574

Other funds holding BDC

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Independent Portfolio Consultants's BDC Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Belden (BDC) in Q1 2017, closing a stake of 585 shares — an estimated $44K sold.

Independent Portfolio Consultants first reported a position in BDC in Q3 2016 and held it in 2 quarters. The position peaked at $44K in Q4 2016. 244 funds tracked by Wall St. Rank hold BDC as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Belden position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 585 Belden shares in Q1 2017, an estimated $44K.
  • Independent Portfolio Consultants first reported a position in Belden in Q3 2016 and held it in 2 quarters.
  • Independent Portfolio Consultants's Belden position peaked at $44K in Q4 2016.
  • 244 funds tracked by Wall St. Rank held Belden as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.