Lupo Securities’s Belden BDC Stock Holding History

Lupo Securities’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 Q1	–	Sell	-1,360	Closed	-$107K	–	487
2014 Q4	$107K	Buy	+1,360	New	+$96.4K	0.05%	119

Other funds holding BDC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

Lupo Securities's BDC Position: Q1 2015 in Review

Lupo Securities sold out of Belden (BDC) in Q1 2015, closing a stake of 1,360 shares — an estimated $107K sold.

Lupo Securities first reported a position in BDC in Q4 2014 and held it in 1 quarter. The position peaked at $107K in Q4 2014. 227 funds tracked by Wall St. Rank hold BDC as of Q1 2015.

Lupo Securities reported no remaining Belden position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 1,360 Belden shares in Q1 2015, an estimated $107K.
Lupo Securities first reported a position in Belden in Q4 2014 and held it in 1 quarter.
Lupo Securities's Belden position peaked at $107K in Q4 2014.
227 funds tracked by Wall St. Rank held Belden as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.