Piermont Capital Management’s Belden BDC Stock Holding History

Piermont Capital Management’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
2018 Q1	–	Sell	-11,074	Closed	-$855K	–	238
2017 Q4	$855K	Sell	11,074 -320	-3%	-$26.4K	0.28%	116
2017 Q3	$918K	Sell	11,394 -10,274	-47%	-$776K	0.3%	114
2017 Q2	$1.63M	Sell	21,668 -2,235	-9%	-$160K	0.47%	90
2017 Q1	$1.65M	Sell	23,903 -340	-1%	-$25K	0.39%	108
2016 Q4	$1.81M	Buy	24,243 +8,820	+57%	+$628K	0.41%	98
2016 Q3	$1.06M	Buy	15,423 +1,340	+10%	+$93.2K	0.25%	164
2016 Q2	$850K	Buy	14,083 +6,849	+95%	+$428K	0.22%	183
2016 Q1	$444K	Buy	7,234 +270	+4%	+$13.3K	0.14%	167
2015 Q4	$332K	Sell	6,964 -460	-6%	-$25.3K	0.11%	196
2015 Q3	$347K	Hold	7,424	–	–	0.11%	188
2015 Q2	$603K	Hold	7,424	–	–	0.18%	128
2015 Q1	$695K	Buy	7,424 +2,494	+51%	+$215K	0.21%	116
2014 Q4	$389K	Sell	4,930 -10	-0.2%	-$709	0.14%	127
2014 Q3	$316K	Buy	4,940 +2,200	+80%	+$159K	0.12%	145
2014 Q2	$214K	Buy	+2,740	New	+$201K	0.08%	124

Other funds holding BDC

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Piermont Capital Management's BDC Position: Q1 2018 in Review

Piermont Capital Management sold out of Belden (BDC) in Q1 2018, closing a stake of 11,074 shares — an estimated $855K sold.

Piermont Capital Management first reported a position in BDC in Q2 2014 and held it in 15 quarters. The position peaked at $1.81M in Q4 2016. 237 funds tracked by Wall St. Rank hold BDC as of Q1 2018.

Piermont Capital Management reported no remaining Belden position as of Q1 2018 after selling out during the quarter.
Piermont Capital Management sold 11,074 Belden shares in Q1 2018, an estimated $855K.
Piermont Capital Management first reported a position in Belden in Q2 2014 and held it in 15 quarters.
Piermont Capital Management's Belden position peaked at $1.81M in Q4 2016.
237 funds tracked by Wall St. Rank held Belden as of Q1 2018.

Based on Piermont Capital Management's 13F filing for Q1 2018, filed 9 May 2018.