WAM
BELFB

Wealthspire Advisors (Maryland)’s Bel Fuse Inc Class B BELFB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-56
Closed -$1K – 623
2019
Q1 		$1K Hold
56
– – ﹤0.01% 2293
2018
Q4 		$1K Sell
56
-7
-11% -$158 ﹤0.01% 2225
2018
Q3 		$2K Hold
63
– – ﹤0.01% 2129
2018
Q2 		$1K Sell
63
-23
-27% -$465 ﹤0.01% 2277
2018
Q1 		$2K Sell
86
-423
-83% -$8.66K ﹤0.01% 2136
2017
Q4 		$13K Hold
509
– – ﹤0.01% 1476
2017
Q3 		$16K Buy
509
+9
+2% +$237 ﹤0.01% 1374
2017
Q2 		$12K Hold
500
– – ﹤0.01% 1454
2017
Q1 		$13K Hold
500
– – ﹤0.01% 1227
2016
Q4 		$15K Sell
500
-5,920
-92% -$165K ﹤0.01% 1094
2016
Q3 		$155K Sell
6,420
-5,604
-47% -$119K 0.02% 454
2016
Q2 		$214K Sell
12,024
-1,846
-13% -$31.2K 0.04% 347
2016
Q1 		$203K Hold
13,870
– – 0.04% 354
2015
Q4 		$240K Buy
+13,870
New +$265K 0.04% 312

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Bel Fuse Inc Class B (BELFB) in Q2 2019, closing a stake of 56 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BELFB in Q4 2015 and held it in 14 quarters. The position peaked at $240K in Q4 2015. 89 funds tracked by Wall St. Rank hold BELFB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bel Fuse Inc Class B position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 56 Bel Fuse Inc Class B shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Bel Fuse Inc Class B in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Bel Fuse Inc Class B position peaked at $240K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q2 2019.

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