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Sonora Investment Management’s Belden BDC Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-150
Closed -$7K – 820
2015
Q3 		$7K Buy
+150
New +$8.84K ﹤0.01% 586

Other funds holding BDC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Sonora Investment Management's BDC Position: Q4 2015 in Review

Sonora Investment Management sold out of Belden (BDC) in Q4 2015, closing a stake of 150 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in BDC in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 197 funds tracked by Wall St. Rank hold BDC as of Q4 2015.

  • Sonora Investment Management reported no remaining Belden position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 150 Belden shares in Q4 2015, an estimated $7K.
  • Sonora Investment Management first reported a position in Belden in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Belden position peaked at $7K in Q3 2015.
  • 197 funds tracked by Wall St. Rank held Belden as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.