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Plante Moran Financial Advisors’s Barings BDC BBDC Stock Holding History

Plante Moran Financial Advisors’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
-600
Closed -$11K – 806
2017
Q2 		$11K Hold
600
– – 0.01% 540
2017
Q1 		$11K Buy
+600
New +$11.5K 0.01% 558

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

Plante Moran Financial Advisors's BBDC Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Barings BDC (BBDC) in Q3 2017, closing a stake of 600 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in BBDC in Q1 2017 and held it in 2 quarters. The position peaked at $11K in Q2 2017. 99 funds tracked by Wall St. Rank hold BBDC as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining Barings BDC position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 600 Barings BDC shares in Q3 2017, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Barings BDC in Q1 2017 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Barings BDC position peaked at $11K in Q2 2017.
  • 99 funds tracked by Wall St. Rank held Barings BDC as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.