UCFA
BBDC icon

United Capital Financial Advisors’s Barings BDC BBDC Stock Holding History

United Capital Financial Advisors’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-17,748
Closed -$292K – 1211
2015
Q3 		$292K Buy
+17,748
New +$359K ﹤0.01% 1065

Other funds holding BBDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

United Capital Financial Advisors's BBDC Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Barings BDC (BBDC) in Q4 2015, closing a stake of 17,748 shares — an estimated $292K sold.

United Capital Financial Advisors first reported a position in BBDC in Q3 2015 and held it in 1 quarter. The position peaked at $292K in Q3 2015. 99 funds tracked by Wall St. Rank hold BBDC as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Barings BDC position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,748 Barings BDC shares in Q4 2015, an estimated $292K.
  • United Capital Financial Advisors first reported a position in Barings BDC in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Barings BDC position peaked at $292K in Q3 2015.
  • 99 funds tracked by Wall St. Rank held Barings BDC as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.