UBS’s Belden BDC Stock Holding History

UBS’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
2013 Q3	–	Sell	-100	Closed	-$5K	–	10349
2013 Q2	$5K	Buy	+100	New	+$5.07K	﹤0.01%	9227

Other funds holding BDC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's BDC Position: Q3 2014 in Review

UBS increased its Belden (BDC) stake by 166% in Q3 2014, buying an estimated $112K and bringing the position to 2,476 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #5438.

UBS first reported a position in BDC in Q2 2013 and has held it in 6 quarters since. The position peaked at $303K in Q2 2013. 212 funds tracked by Wall St. Rank hold BDC as of Q3 2014.

UBS held 2,476 shares of Belden worth $159K as of Q3 2014.
UBS bought 1,545 Belden shares in Q3 2014, an estimated $112K.
Belden made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5438 holding.
UBS first reported a position in Belden in Q2 2013 and has held it in 6 quarters since.
UBS's Belden position peaked at $303K in Q2 2013.
212 funds tracked by Wall St. Rank held Belden as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.