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World Asset Management’s Belden BDC Stock Holding History

World Asset Management’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
Q4 		– Sell
-2,702
Closed -$218K – 1503
2017
Q3 		$218K Buy
2,702
+34
+1% +$2.57K 0.01% 1338
2017
Q2 		$201K Buy
+2,668
New +$191K 0.01% 1341
2015
Q2 		– Sell
-3,383
Closed -$317K – 1158
2015
Q1 		$317K Sell
3,383
-45
-1% -$3.88K 0.01% 1053
2014
Q4 		$270K Sell
3,428
-545
-14% -$38.6K 0.01% 1116
2014
Q3 		$254K Sell
3,973
-130
-3% -$9.41K 0.01% 1206
2014
Q2 		$321K Buy
4,103
+532
+15% +$39K 0.01% 1152
2014
Q1 		$249K Sell
3,571
-14
-0.4% -$972 0.01% 1268
2013
Q4 		$253K Sell
3,585
-1,327
-27% -$89.8K 0.01% 1273
2013
Q3 		$315K Sell
4,912
-936
-16% -$54.9K 0.01% 1247
2013
Q2 		$292K Buy
+5,848
New +$297K 0.01% 1339

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

World Asset Management's BDC Position: Q4 2017 in Review

World Asset Management sold out of Belden (BDC) in Q4 2017, closing a stake of 2,702 shares — an estimated $218K sold.

World Asset Management first reported a position in BDC in Q2 2013 and held it in 10 quarters. The position peaked at $321K in Q2 2014. 251 funds tracked by Wall St. Rank hold BDC as of Q4 2017.

  • World Asset Management reported no remaining Belden position as of Q4 2017 after selling out during the quarter.
  • World Asset Management sold 2,702 Belden shares in Q4 2017, an estimated $218K.
  • World Asset Management first reported a position in Belden in Q2 2013 and held it in 10 quarters.
  • World Asset Management's Belden position peaked at $321K in Q2 2014.
  • 251 funds tracked by Wall St. Rank held Belden as of Q4 2017.

Based on World Asset Management's 13F filing for Q4 2017, filed 19 Jan 2018.