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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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return