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Pinnacle Associates’s Belden BDC Stock Holding History

Pinnacle Associates’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
2015
Q2 		– Sell
-3,255
Closed -$305K – 656
2015
Q1 		$305K Buy
+3,255
New +$280K 0.01% 548
2014
Q3 		– Sell
-3,050
Closed -$238K – 624
2014
Q2 		$238K Sell
3,050
-150
-5% -$11K ﹤0.01% 555
2014
Q1 		$223K Sell
3,200
-850
-21% -$59K ﹤0.01% 549
2013
Q4 		$285K Sell
4,050
-38,405
-90% -$2.6M 0.01% 532
2013
Q3 		$2.72M Sell
42,455
-1,600
-4% -$93.8K 0.06% 241
2013
Q2 		$2.2M Buy
+44,055
New +$2.24M 0.05% 258

Other funds holding BDC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Pinnacle Associates's BDC Position: Q2 2015 in Review

Pinnacle Associates sold out of Belden (BDC) in Q2 2015, closing a stake of 3,255 shares — an estimated $305K sold.

Pinnacle Associates first reported a position in BDC in Q2 2013 and held it in 6 quarters. The position peaked at $2.72M in Q3 2013. 220 funds tracked by Wall St. Rank hold BDC as of Q2 2015.

  • Pinnacle Associates reported no remaining Belden position as of Q2 2015 after selling out during the quarter.
  • Pinnacle Associates sold 3,255 Belden shares in Q2 2015, an estimated $305K.
  • Pinnacle Associates first reported a position in Belden in Q2 2013 and held it in 6 quarters.
  • Pinnacle Associates's Belden position peaked at $2.72M in Q3 2013.
  • 220 funds tracked by Wall St. Rank held Belden as of Q2 2015.

Based on Pinnacle Associates's 13F filing for Q2 2015, filed 12 Aug 2015.