WRF
BDC icon

Waddell & Reed Financial’s Belden BDC Stock Holding History

Waddell & Reed Financial’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
2018
Q2 		– Sell
-285,000
Closed -$19.6M – 543
2018
Q1 		$19.6M Buy
285,000
+106,500
+60% +$8.18M 0.04% 333
2017
Q4 		$13.8M Buy
+178,500
New +$14.8M 0.03% 386

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Waddell & Reed Financial's BDC Position: Q2 2018 in Review

Waddell & Reed Financial sold out of Belden (BDC) in Q2 2018, closing a stake of 285,000 shares — an estimated $19.6M sold.

Waddell & Reed Financial first reported a position in BDC in Q4 2017 and held it in 2 quarters. The position peaked at $19.6M in Q1 2018. 230 funds tracked by Wall St. Rank hold BDC as of Q2 2018.

  • Waddell & Reed Financial reported no remaining Belden position as of Q2 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 285,000 Belden shares in Q2 2018, an estimated $19.6M.
  • Waddell & Reed Financial first reported a position in Belden in Q4 2017 and held it in 2 quarters.
  • Waddell & Reed Financial's Belden position peaked at $19.6M in Q1 2018.
  • 230 funds tracked by Wall St. Rank held Belden as of Q2 2018.

Based on Waddell & Reed Financial's 13F filing for Q2 2018, filed 14 Aug 2018.