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River Wealth Advisors’s Belden BDC Stock Holding History

River Wealth Advisors’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
2019
Q1 		– Sell
-200
Closed -$8K – 179
2018
Q4 		$8K Hold
200
– – ﹤0.01% 430
2018
Q3 		$14K Hold
200
– – 0.01% 414
2018
Q2 		$12K Buy
+200
New +$12.3K ﹤0.01% 424

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

River Wealth Advisors's BDC Position: Q1 2019 in Review

River Wealth Advisors sold out of Belden (BDC) in Q1 2019, closing a stake of 200 shares — an estimated $8K sold.

River Wealth Advisors first reported a position in BDC in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 225 funds tracked by Wall St. Rank hold BDC as of Q1 2019.

  • River Wealth Advisors reported no remaining Belden position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 200 Belden shares in Q1 2019, an estimated $8K.
  • River Wealth Advisors first reported a position in Belden in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Belden position peaked at $14K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Belden as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.