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People's United Financial’s Barings BDC BBDC Stock Holding History

People's United Financial’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
2017
Q3 		– Sell
-725
Closed -$13K – 562
2017
Q2 		$13K Hold
725
– – ﹤0.01% 882
2017
Q1 		$14K Hold
725
– – ﹤0.01% 855
2016
Q4 		$13K Hold
725
– – ﹤0.01% 842
2016
Q3 		$14K Hold
725
– – ﹤0.01% 699
2016
Q2 		$14K Hold
725
– – ﹤0.01% 702
2016
Q1 		$15K Hold
725
– – ﹤0.01% 679
2015
Q4 		$14K Hold
725
– – ﹤0.01% 683
2015
Q3 		$12K Buy
725
+425
+142% +$8.59K ﹤0.01% 688
2015
Q2 		$7K Buy
+300
New +$7.11K ﹤0.01% 714

Other funds holding BBDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

People's United Financial's BBDC Position: Q3 2017 in Review

People's United Financial sold out of Barings BDC (BBDC) in Q3 2017, closing a stake of 725 shares — an estimated $13K sold.

People's United Financial first reported a position in BBDC in Q2 2015 and held it in 9 quarters. The position peaked at $15K in Q1 2016. 99 funds tracked by Wall St. Rank hold BBDC as of Q3 2017.

  • People's United Financial reported no remaining Barings BDC position as of Q3 2017 after selling out during the quarter.
  • People's United Financial sold 725 Barings BDC shares in Q3 2017, an estimated $13K.
  • People's United Financial first reported a position in Barings BDC in Q2 2015 and held it in 9 quarters.
  • People's United Financial's Barings BDC position peaked at $15K in Q1 2016.
  • 99 funds tracked by Wall St. Rank held Barings BDC as of Q3 2017.

Based on People's United Financial's 13F filing for Q3 2017, filed 13 Nov 2017.