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Integrated Wealth Management (Palm Desert)’s Belden BDC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-95
Closed -$7K – 305
2016
Q3 		$7K Hold
95
– – ﹤0.01% 824
2016
Q2 		$6K Hold
95
– – ﹤0.01% 868
2016
Q1 		$6K Hold
95
– – ﹤0.01% 810
2015
Q4 		$5K Hold
95
– – ﹤0.01% 927
2015
Q3 		$4K Hold
95
– – ﹤0.01% 969
2015
Q2 		$8K Hold
95
– – ﹤0.01% 837
2015
Q1 		$8K Buy
+95
New +$8.18K ﹤0.01% 807

Other funds holding BDC

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BDC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Belden (BDC) in Q4 2016, closing a stake of 95 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BDC in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q2 2015. 250 funds tracked by Wall St. Rank hold BDC as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Belden position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 95 Belden shares in Q4 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Belden in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Belden position peaked at $8K in Q2 2015.
  • 250 funds tracked by Wall St. Rank held Belden as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.