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Rotella Capital Management’s Belden BDC Stock Holding History

Rotella 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
2016
Q1 		– Sell
-10,190
Closed -$486K – 34
2015
Q4 		$486K Buy
+10,190
New +$560K 0.43% 25

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Wellington Management Group
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Rotella Capital Management's BDC Position: Q1 2016 in Review

Rotella Capital Management sold out of Belden (BDC) in Q1 2016, closing a stake of 10,190 shares — an estimated $486K sold.

Rotella Capital Management first reported a position in BDC in Q4 2015 and held it in 1 quarter. The position peaked at $486K in Q4 2015. 208 funds tracked by Wall St. Rank hold BDC as of Q1 2016.

  • Rotella Capital Management reported no remaining Belden position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 10,190 Belden shares in Q1 2016, an estimated $486K.
  • Rotella Capital Management first reported a position in Belden in Q4 2015 and held it in 1 quarter.
  • Rotella Capital Management's Belden position peaked at $486K in Q4 2015.
  • 208 funds tracked by Wall St. Rank held Belden as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.