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Mosaic Family Wealth’s Belden BDC Stock Holding History

Mosaic Family 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
2017
Q4 		– Sell
-100
Closed -$8K – 699
2017
Q3 		$8K Hold
100
– – ﹤0.01% 595
2017
Q2 		$8K Hold
100
– – ﹤0.01% 527
2017
Q1 		$7K Hold
100
– – ﹤0.01% 533
2016
Q4 		$7K Hold
100
– – ﹤0.01% 516
2016
Q3 		$7K Hold
100
– – ﹤0.01% 540
2016
Q2 		$7K Hold
100
– – ﹤0.01% 556
2016
Q1 		$6K Hold
100
– – ﹤0.01% 578
2015
Q4 		$4K Buy
+100
New +$5.5K ﹤0.01% 599

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mosaic Family Wealth's BDC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Belden (BDC) in Q4 2017, closing a stake of 100 shares — an estimated $8K sold.

Mosaic Family Wealth first reported a position in BDC in Q4 2015 and held it in 8 quarters. The position peaked at $8K in Q3 2017. 251 funds tracked by Wall St. Rank hold BDC as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Belden position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 Belden shares in Q4 2017, an estimated $8K.
  • Mosaic Family Wealth first reported a position in Belden in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's Belden position peaked at $8K in Q3 2017.
  • 251 funds tracked by Wall St. Rank held Belden as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.