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West Family Investments’s Barings BDC BBDC Stock Holding History

West Family Investments’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
Q1 		– Sell
-1,461,814
Closed -$13.4K – 80
2020
Q4 		$13.4K Buy
1,461,814
+889,740
+156% +$7.56M 4.09% 5
2020
Q3 		$4.58M Buy
572,074
+131,392
+30% +$1.04M 1.72% 17
2020
Q2 		$4.53M Sell
440,682
-171,692
-28% -$1.23M 1.1% 31
2020
Q1 		$4.58M Buy
612,374
+171,692
+39% +$1.63M 1.82% 18
2019
Q4 		$4.53M Hold
440,682
– – 1.1% 31
2019
Q3 		$4.47M Buy
440,682
+42,300
+11% +$420K 1.11% 30
2019
Q2 		$3.92M Buy
398,382
+29,500
+8% +$294K 0.99% 32
2019
Q1 		$3.62M Hold
368,882
– – 0.9% 32
2018
Q4 		$3.32M Buy
368,882
+254,048
+221% +$2.51M 0.86% 35
2018
Q3 		$1.15M Buy
114,834
+69,134
+151% +$758K 0.27% 61
2018
Q2 		$526K Hold
45,700
– – 0.13% 72
2018
Q1 		$509K Buy
+45,700
New +$496K 0.13% 68

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

West Family Investments's BBDC Position: Q1 2021 in Review

West Family Investments sold out of Barings BDC (BBDC) in Q1 2021, closing a stake of 1,461,814 shares — an estimated $13.4K sold.

West Family Investments first reported a position in BBDC in Q1 2018 and held it in 12 quarters. The position peaked at $4.58M in Q1 2020. 107 funds tracked by Wall St. Rank hold BBDC as of Q1 2021.

  • West Family Investments reported no remaining Barings BDC position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 1,461,814 Barings BDC shares in Q1 2021, an estimated $13.4K.
  • West Family Investments first reported a position in Barings BDC in Q1 2018 and held it in 12 quarters.
  • West Family Investments's Barings BDC position peaked at $4.58M in Q1 2020.
  • 107 funds tracked by Wall St. Rank held Barings BDC as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.