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Wealthspire Advisors (Maryland)’s Belden BDC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-654
Closed -$35K – 620
2019
Q1 		$35K Buy
654
+262
+67% +$14.4K ﹤0.01% 1049
2018
Q4 		$16K Buy
392
+178
+83% +$9.69K ﹤0.01% 1291
2018
Q3 		$15K Buy
214
+88
+70% +$6.05K ﹤0.01% 1402
2018
Q2 		$8K Buy
+126
New +$7.72K ﹤0.01% 1610
2017
Q3 		– Sell
-80
Closed -$6K – 2258
2017
Q2 		$6K Buy
+80
New +$5.72K ﹤0.01% 1699

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BDC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Belden (BDC) in Q2 2019, closing a stake of 654 shares — an estimated $35K sold.

Wealthspire Advisors (Maryland) first reported a position in BDC in Q2 2017 and held it in 5 quarters. The position peaked at $35K in Q1 2019. 228 funds tracked by Wall St. Rank hold BDC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Belden position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 654 Belden shares in Q2 2019, an estimated $35K.
  • Wealthspire Advisors (Maryland) first reported a position in Belden in Q2 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Belden position peaked at $35K in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Belden as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.