WealthShield Partners’s Barings BDC BBDC Stock Holding History

WealthShield Partners’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
2021 Q2	–	Sell	-350	Closed	-$3K	–	796
2021 Q1	$3K	Buy	+350	New	+$3.33K	﹤0.01%	1018

Other funds holding BBDC

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

WealthShield Partners's BBDC Position: Q2 2021 in Review

WealthShield Partners sold out of Barings BDC (BBDC) in Q2 2021, closing a stake of 350 shares — an estimated $3K sold.

WealthShield Partners first reported a position in BBDC in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 114 funds tracked by Wall St. Rank hold BBDC as of Q2 2021.

WealthShield Partners reported no remaining Barings BDC position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 350 Barings BDC shares in Q2 2021, an estimated $3K.
WealthShield Partners first reported a position in Barings BDC in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Barings BDC position peaked at $3K in Q1 2021.
114 funds tracked by Wall St. Rank held Barings BDC as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.