NEI
BEL

Northwest & Ethical Investments’s Belmond Ltd. BEL Stock Holding History

Northwest & Ethical Investments’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-99,613
Closed -$1.32M – 376
2017
Q2 		$1.32M Hold
99,613
– – 0.09% 251
2017
Q1 		$1.21M Buy
99,613
+3,397
+4% +$44.7K 0.08% 264
2016
Q4 		$1.28M Hold
96,216
– – 0.09% 241
2016
Q3 		$1.22M Hold
96,216
– – 0.09% 226
2016
Q2 		$953K Buy
96,216
+26,800
+39% +$251K 0.07% 176
2016
Q1 		$659K Hold
69,416
– – 0.04% 177
2015
Q4 		$659K Sell
69,416
-1,334
-2% -$13.5K 0.05% 173
2015
Q3 		$715K Hold
70,750
– – 0.06% 171
2015
Q2 		$884K Sell
70,750
-4,905
-6% -$62.1K 0.06% 182
2015
Q1 		$929K Sell
75,655
-2,103
-3% -$24.3K 0.06% 184
2014
Q4 		$962K Hold
77,758
– – 0.06% 185
2014
Q3 		$907K Hold
77,758
– – 0.06% 182
2014
Q2 		$1.13M Hold
77,758
– – 0.07% 183
2014
Q1 		$1.12M Hold
77,758
– – 0.07% 181
2013
Q4 		$1.17M Hold
77,758
– – 0.08% 180
2013
Q3 		$1.01M Buy
77,758
+8,400
+12% +$105K 0.07% 181
2013
Q2 		$843K Buy
+69,358
New +$757K 0.07% 187

Other funds holding BEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwest & Ethical Investments's BEL Position: Q3 2017 in Review

Northwest & Ethical Investments sold out of Belmond Ltd. (BEL) in Q3 2017, closing a stake of 99,613 shares — an estimated $1.32M sold.

Northwest & Ethical Investments first reported a position in BEL in Q2 2013 and held it in 17 quarters. The position peaked at $1.32M in Q2 2017. 141 funds tracked by Wall St. Rank hold BEL as of Q3 2017.

  • Northwest & Ethical Investments reported no remaining Belmond Ltd. position as of Q3 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 99,613 Belmond Ltd. shares in Q3 2017, an estimated $1.32M.
  • Northwest & Ethical Investments first reported a position in Belmond Ltd. in Q2 2013 and held it in 17 quarters.
  • Northwest & Ethical Investments's Belmond Ltd. position peaked at $1.32M in Q2 2017.
  • 141 funds tracked by Wall St. Rank held Belmond Ltd. as of Q3 2017.

Based on Northwest & Ethical Investments's 13F filing for Q3 2017, filed 8 Jul 2025.