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Wealthfront’s Belden BDC Stock Holding History

Wealthfront’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
-207
Closed -$10K – 367
2015
Q3 		$10K Buy
207
+76
+58% +$4.48K ﹤0.01% 951
2015
Q2 		$11K Buy
131
+121
+1,210% +$10.6K ﹤0.01% 800
2015
Q1 		$1K Buy
10
+9
+900% +$775 ﹤0.01% 1079
2014
Q4 		$0 Buy
+1
New +$71 ﹤0.01% 697

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

Wealthfront's BDC Position: Q4 2015 in Review

Wealthfront sold out of Belden (BDC) in Q4 2015, closing a stake of 207 shares — an estimated $10K sold.

Wealthfront first reported a position in BDC in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q2 2015. 197 funds tracked by Wall St. Rank hold BDC as of Q4 2015.

  • Wealthfront reported no remaining Belden position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 207 Belden shares in Q4 2015, an estimated $10K.
  • Wealthfront first reported a position in Belden in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Belden position peaked at $11K in Q2 2015.
  • 197 funds tracked by Wall St. Rank held Belden as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.