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Kore Private Wealth’s Belden BDC Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-22
Closed – – 352
2020
Q2 		$0 Sell
22
-1
-4% -$33 ﹤0.01% 1158
2020
Q1 		$1K Hold
23
– – ﹤0.01% 963
2019
Q4 		$1K Buy
+23
New +$1.23K ﹤0.01% 968
2019
Q2 		– Sell
-45
Closed -$2K – 285
2019
Q1 		$2K Hold
45
– – ﹤0.01% 841
2018
Q4 		$2K Buy
+45
New +$2.45K ﹤0.01% 792

Other funds holding BDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kore Private Wealth's BDC Position: Q3 2020 in Review

Kore Private Wealth sold out of Belden (BDC) in Q3 2020, closing a stake of 22 shares.

Kore Private Wealth first reported a position in BDC in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 176 funds tracked by Wall St. Rank hold BDC as of Q3 2020.

  • Kore Private Wealth reported no remaining Belden position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 22 Belden shares in Q3 2020.
  • Kore Private Wealth first reported a position in Belden in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Belden position peaked at $2K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held Belden as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.