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WFG Advisors’s Belden BDC Stock Holding History

WFG Advisors’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
2017
Q2 		$20K Hold
265
– – ﹤0.01% 957
2017
Q1 		$18K Hold
265
– – ﹤0.01% 905
2016
Q4 		$20K Hold
265
– – ﹤0.01% 936
2016
Q3 		$18K Hold
265
– – ﹤0.01% 963
2016
Q2 		$16K Hold
265
– – ﹤0.01% 964
2016
Q1 		$16K Sell
265
-577
-69% -$28.5K ﹤0.01% 929
2015
Q4 		$40K Buy
842
+263
+45% +$14.5K 0.01% 717
2015
Q3 		$27K Sell
579
-487
-46% -$28.7K 0.01% 805
2015
Q2 		$87K Sell
1,066
-25
-2% -$2.19K 0.02% 570
2015
Q1 		$102K Sell
1,091
-158
-13% -$13.6K 0.03% 531
2014
Q4 		$98K Buy
1,249
+284
+29% +$20.1K 0.02% 642
2014
Q3 		$62K Buy
965
+264
+38% +$19.1K 0.01% 844
2014
Q2 		$55K Buy
701
+401
+134% +$29.4K 0.01% 874
2014
Q1 		$21K Sell
300
-10
-3% -$694 ﹤0.01% 1229
2013
Q4 		$22K Hold
310
– – ﹤0.01% 1312
2013
Q3 		$20K Buy
+310
New +$18.2K ﹤0.01% 1271

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

WFG Advisors's BDC Position: Q2 2017 in Review

WFG Advisors held its Belden (BDC) position steady in Q2 2017 at 265 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

WFG Advisors first reported a position in BDC in Q3 2013 and has held it in 16 quarters since. The position peaked at $102K in Q1 2015. 233 funds tracked by Wall St. Rank hold BDC as of Q2 2017.

  • WFG Advisors held 265 shares of Belden worth $20K as of Q2 2017.
  • WFG Advisors left its Belden share count unchanged in Q2 2017.
  • Belden made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #957 holding.
  • WFG Advisors first reported a position in Belden in Q3 2013 and has held it in 16 quarters since.
  • WFG Advisors's Belden position peaked at $102K in Q1 2015.
  • 233 funds tracked by Wall St. Rank held Belden as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.