Next Financial Group’s Belden BDC Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	2701
2021 Q3	$1K	Buy	+10	New	+$536	﹤0.01%	2576
2021 Q1	–	Sell	-292	Closed	-$12K	–	2525
2020 Q4	$12K	Hold	292	–	–	﹤0.01%	1698
2020 Q3	$9K	Buy	+292	New	+$9.62K	﹤0.01%	1655
2020 Q2	–	Sell	-345	Closed	-$13K	–	720
2020 Q1	$13K	Hold	345	–	–	﹤0.01%	1418
2019 Q4	$19K	Buy	345 +53	+18%	+$2.83K	﹤0.01%	1533
2019 Q3	$16K	Hold	292	–	–	﹤0.01%	1520
2019 Q2	$17K	Hold	292	–	–	﹤0.01%	1511
2019 Q1	$16K	Hold	292	–	–	﹤0.01%	1006
2018 Q4	$12K	Hold	292	–	–	﹤0.01%	1276
2018 Q3	$21K	Buy	+292	New	+$20.1K	0.01%	768
2017 Q4	–	Sell	-400	Closed	-$34K	–	361
2017 Q3	$34K	Buy	+400	New	+$30.2K	0.01%	814
2015 Q3	–	Sell	-100	Closed	-$8K	–	1818
2015 Q2	$8K	Hold	100	–	–	﹤0.01%	1328
2015 Q1	$9K	Buy	+100	New	+$8.61K	﹤0.01%	1272

Other funds holding BDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Next Financial Group's BDC Position: Q4 2021 in Review

Next Financial Group held its Belden (BDC) position steady in Q4 2021 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Next Financial Group first reported a position in BDC in Q1 2015 and has held it in 14 quarters since. The position peaked at $34K in Q3 2017. 241 funds tracked by Wall St. Rank hold BDC as of Q4 2021.

Next Financial Group held 10 shares of Belden worth $1K as of Q4 2021.
Next Financial Group left its Belden share count unchanged in Q4 2021.
Belden made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2701 holding.
Next Financial Group first reported a position in Belden in Q1 2015 and has held it in 14 quarters since.
Next Financial Group's Belden position peaked at $34K in Q3 2017.
241 funds tracked by Wall St. Rank held Belden as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.