LA
BDC icon

Lucus Advisors’s Belden BDC Stock Holding History

Lucus 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
2017
Q3 		– Sell
-4,739
Closed -$357K – 197
2017
Q2 		$357K Sell
4,739
-1,153
-20% -$82.4K 0.48% 107
2017
Q1 		$408K Buy
+5,892
New +$433K 0.38% 130
2016
Q4 		– Sell
-5,832
Closed -$402K – 64
2016
Q3 		$402K Buy
+5,832
New +$406K 0.35% 29

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lucus Advisors's BDC Position: Q3 2017 in Review

Lucus Advisors sold out of Belden (BDC) in Q3 2017, closing a stake of 4,739 shares — an estimated $357K sold.

Lucus Advisors first reported a position in BDC in Q3 2016 and held it in 3 quarters. The position peaked at $408K in Q1 2017. 233 funds tracked by Wall St. Rank hold BDC as of Q3 2017.

  • Lucus Advisors reported no remaining Belden position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 4,739 Belden shares in Q3 2017, an estimated $357K.
  • Lucus Advisors first reported a position in Belden in Q3 2016 and held it in 3 quarters.
  • Lucus Advisors's Belden position peaked at $408K in Q1 2017.
  • 233 funds tracked by Wall St. Rank held Belden as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.