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James Investment Research’s Belden BDC Stock Holding History

James Investment Research’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
Q4 		– Sell
-29,500
Closed -$2.11M – 819
2018
Q3 		$2.11M Buy
+29,500
New +$2.03M 0.09% 341
2018
Q1 		– Sell
-20,700
Closed -$1.6M – 784
2017
Q4 		$1.6M Buy
20,700
+18,825
+1,004% +$1.56M 0.05% 422
2017
Q3 		$151K Hold
1,875
– – 0.01% 552
2017
Q2 		$141K Hold
1,875
– – ﹤0.01% 531
2017
Q1 		$130K Buy
+1,875
New +$138K ﹤0.01% 470

Other funds holding BDC

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

James Investment Research's BDC Position: Q4 2018 in Review

James Investment Research sold out of Belden (BDC) in Q4 2018, closing a stake of 29,500 shares — an estimated $2.11M sold.

James Investment Research first reported a position in BDC in Q1 2017 and held it in 5 quarters. The position peaked at $2.11M in Q3 2018. 220 funds tracked by Wall St. Rank hold BDC as of Q4 2018.

  • James Investment Research reported no remaining Belden position as of Q4 2018 after selling out during the quarter.
  • James Investment Research sold 29,500 Belden shares in Q4 2018, an estimated $2.11M.
  • James Investment Research first reported a position in Belden in Q1 2017 and held it in 5 quarters.
  • James Investment Research's Belden position peaked at $2.11M in Q3 2018.
  • 220 funds tracked by Wall St. Rank held Belden as of Q4 2018.

Based on James Investment Research's 13F filing for Q4 2018, filed 22 Jan 2019.