LAM
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Lebenthal Asset Management’s Belden BDC Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-210
Closed -$14K – 357
2016
Q3 		$14K Buy
+210
New +$14.6K ﹤0.01% 683

Other funds holding BDC

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lebenthal Asset Management's BDC Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Belden (BDC) in Q4 2016, closing a stake of 210 shares — an estimated $14K sold.

Lebenthal Asset Management first reported a position in BDC in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 250 funds tracked by Wall St. Rank hold BDC as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Belden position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 210 Belden shares in Q4 2016, an estimated $14K.
  • Lebenthal Asset Management first reported a position in Belden in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Belden position peaked at $14K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held Belden as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.