MIAN
BBDC icon

Mariner Independent Advisor Network’s Barings BDC BBDC Stock Holding History

Mariner Independent Advisor Network’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$705K Sell
85,235
-6,342
-7% -$61.3K 0.03% 426
2022
Q2 		$871K Buy
91,577
+2,096
+2% +$21.3K 0.04% 395
2022
Q1 		$940K Buy
+89,481
New +$960K 0.04% 363

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mariner Independent Advisor Network's BBDC Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Barings BDC (BBDC) stake by 6.9% in Q3 2022, selling an estimated $61.3K and leaving 85,235 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #426.

Mariner Independent Advisor Network first reported a position in BBDC in Q1 2022 and has held it in 3 quarters since. The position peaked at $940K in Q1 2022. 204 funds tracked by Wall St. Rank hold BBDC as of Q3 2022.

  • Mariner Independent Advisor Network held 85,235 shares of Barings BDC worth $705K as of Q3 2022.
  • Mariner Independent Advisor Network sold 6,342 Barings BDC shares in Q3 2022, an estimated $61.3K.
  • Barings BDC made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #426 holding.
  • Mariner Independent Advisor Network first reported a position in Barings BDC in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's Barings BDC position peaked at $940K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Barings BDC as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.