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Princeton Portfolio Strategies Group’s Belden BDC Stock Holding History

Princeton Portfolio Strategies Group’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
Q4 		– Sell
-3,640
Closed -$260K – 144
2018
Q3 		$260K Buy
+3,640
New +$250K 0.07% 136
2018
Q2 		– Sell
-4,370
Closed -$301K – 150
2018
Q1 		$301K Buy
4,370
+1,400
+47% +$108K 0.09% 132
2017
Q4 		$229K Sell
2,970
-7,995
-73% -$661K 0.06% 144
2017
Q3 		$883K Hold
10,965
– – 0.24% 102
2017
Q2 		$827K Sell
10,965
-40
-0.4% -$2.86K 0.24% 95
2017
Q1 		$761K Buy
11,005
+25
+0.2% +$1.84K 0.23% 98
2016
Q4 		$821K Sell
10,980
-200
-2% -$14.2K 0.26% 86
2016
Q3 		$771K Sell
11,180
-5,100
-31% -$355K 0.24% 90
2016
Q2 		$983K Sell
16,280
-1,830
-10% -$114K 0.32% 78
2016
Q1 		$1.11M Buy
18,110
+3,045
+20% +$150K 0.38% 70
2015
Q4 		$718K Buy
15,065
+2,920
+24% +$161K 0.25% 87
2015
Q3 		$567K Buy
12,145
+8,215
+209% +$484K 0.23% 86
2015
Q2 		$319K Buy
3,930
+345
+10% +$30.2K 0.11% 110
2015
Q1 		$335K Buy
+3,585
New +$309K 0.13% 96

Other funds holding BDC

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Princeton Portfolio Strategies Group's BDC Position: Q4 2018 in Review

Princeton Portfolio Strategies Group sold out of Belden (BDC) in Q4 2018, closing a stake of 3,640 shares — an estimated $260K sold.

Princeton Portfolio Strategies Group first reported a position in BDC in Q1 2015 and held it in 14 quarters. The position peaked at $1.11M in Q1 2016. 220 funds tracked by Wall St. Rank hold BDC as of Q4 2018.

  • Princeton Portfolio Strategies Group reported no remaining Belden position as of Q4 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 3,640 Belden shares in Q4 2018, an estimated $260K.
  • Princeton Portfolio Strategies Group first reported a position in Belden in Q1 2015 and held it in 14 quarters.
  • Princeton Portfolio Strategies Group's Belden position peaked at $1.11M in Q1 2016.
  • 220 funds tracked by Wall St. Rank held Belden as of Q4 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2018, filed 13 Feb 2019.