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Smith, Moore & Co’s Belden BDC Stock Holding History

Smith, Moore & Co’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
-7,127
Closed -$298K – 325
2018
Q4 		$298K Buy
7,127
+91
+1% +$4.95K 0.08% 230
2018
Q3 		$502K Sell
7,036
-514
-7% -$35.3K 0.11% 169
2018
Q2 		$461K Buy
+7,550
New +$463K 0.12% 165

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

Smith, Moore & Co's BDC Position: Q1 2019 in Review

Smith, Moore & Co sold out of Belden (BDC) in Q1 2019, closing a stake of 7,127 shares — an estimated $298K sold.

Smith, Moore & Co first reported a position in BDC in Q2 2018 and held it in 3 quarters. The position peaked at $502K in Q3 2018. 225 funds tracked by Wall St. Rank hold BDC as of Q1 2019.

  • Smith, Moore & Co reported no remaining Belden position as of Q1 2019 after selling out during the quarter.
  • Smith, Moore & Co sold 7,127 Belden shares in Q1 2019, an estimated $298K.
  • Smith, Moore & Co first reported a position in Belden in Q2 2018 and held it in 3 quarters.
  • Smith, Moore & Co's Belden position peaked at $502K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Belden as of Q1 2019.

Based on Smith, Moore & Co's 13F filing for Q1 2019, filed 7 May 2019.