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JOYN Advisors’s Belden BDC Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-419
Closed -$18K – 248
2018
Q4 		$18K Buy
419
+330
+371% +$18K ﹤0.01% 702
2018
Q3 		$6K Sell
89
-19
-18% -$1.3K ﹤0.01% 1112
2018
Q2 		$7K Sell
108
-1,304
-92% -$79.9K ﹤0.01% 1015
2018
Q1 		$97K Buy
+1,412
New +$108K 0.02% 275

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's BDC Position: Q1 2019 in Review

JOYN Advisors sold out of Belden (BDC) in Q1 2019, closing a stake of 419 shares — an estimated $18K sold.

JOYN Advisors first reported a position in BDC in Q1 2018 and held it in 4 quarters. The position peaked at $97K in Q1 2018. 225 funds tracked by Wall St. Rank hold BDC as of Q1 2019.

  • JOYN Advisors reported no remaining Belden position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 419 Belden shares in Q1 2019, an estimated $18K.
  • JOYN Advisors first reported a position in Belden in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Belden position peaked at $97K in Q1 2018.
  • 225 funds tracked by Wall St. Rank held Belden as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.