KWM
BELFB

Kingsview Wealth Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Kingsview Wealth Management’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-17,484
Closed -$365K – 413
2018
Q2 		$365K Buy
+17,484
New +$353K 0.09% 238

Other funds holding BELFB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Kingsview Wealth Management's BELFB Position: Q3 2018 in Review

Kingsview Wealth Management sold out of Bel Fuse Inc Class B (BELFB) in Q3 2018, closing a stake of 17,484 shares — an estimated $365K sold.

Kingsview Wealth Management first reported a position in BELFB in Q2 2018 and held it in 1 quarter. The position peaked at $365K in Q2 2018. 93 funds tracked by Wall St. Rank hold BELFB as of Q3 2018.

  • Kingsview Wealth Management reported no remaining Bel Fuse Inc Class B position as of Q3 2018 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,484 Bel Fuse Inc Class B shares in Q3 2018, an estimated $365K.
  • Kingsview Wealth Management first reported a position in Bel Fuse Inc Class B in Q2 2018 and held it in 1 quarter.
  • Kingsview Wealth Management's Bel Fuse Inc Class B position peaked at $365K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q3 2018.

Based on Kingsview Wealth Management's 13F filing for Q3 2018, filed 29 Jan 2020.