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JP Morgan Private Wealth Advisors’s Belden BDC Stock Holding History

JP Morgan Private Wealth 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
2015
Q3 		– Sell
-4,508
Closed -$366K – 1062
2015
Q2 		$366K Hold
4,508
– – ﹤0.01% 781
2015
Q1 		$422K Sell
4,508
-121
-3% -$10.4K ﹤0.01% 776
2014
Q4 		$365K Sell
4,629
-187
-4% -$13.2K ﹤0.01% 814
2014
Q3 		$308K Sell
4,816
-100
-2% -$7.24K ﹤0.01% 842
2014
Q2 		$384K Sell
4,916
-153
-3% -$11.2K 0.01% 639
2014
Q1 		$352K Buy
+5,069
New +$352K 0.01% 678

Other funds holding BDC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BDC Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of Belden (BDC) in Q3 2015, closing a stake of 4,508 shares — an estimated $366K sold.

JP Morgan Private Wealth Advisors first reported a position in BDC in Q1 2014 and held it in 6 quarters. The position peaked at $422K in Q1 2015. 203 funds tracked by Wall St. Rank hold BDC as of Q3 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Belden position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,508 Belden shares in Q3 2015, an estimated $366K.
  • JP Morgan Private Wealth Advisors first reported a position in Belden in Q1 2014 and held it in 6 quarters.
  • JP Morgan Private Wealth Advisors's Belden position peaked at $422K in Q1 2015.
  • 203 funds tracked by Wall St. Rank held Belden as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.