TFO
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Tarbox Family Office’s Belden BDC Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-23
Closed -$1K – 1128
2019
Q4 		$1K Hold
23
– – ﹤0.01% 929
2019
Q3 		$1K Hold
23
– – ﹤0.01% 870
2019
Q2 		$1K Buy
+23
New +$1.32K ﹤0.01% 894

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Tarbox Family Office's BDC Position: Q1 2020 in Review

Tarbox Family Office sold out of Belden (BDC) in Q1 2020, closing a stake of 23 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in BDC in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 179 funds tracked by Wall St. Rank hold BDC as of Q1 2020.

  • Tarbox Family Office reported no remaining Belden position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 23 Belden shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Belden in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Belden position peaked at $1K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Belden as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.