ZIM
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Zacks Investment Management’s Belden BDC Stock Holding History

Zacks Investment 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
2018
Q1 		– Sell
-21,920
Closed -$1.69M – 529
2017
Q4 		$1.69M Sell
21,920
-1,399
-6% -$116K 0.04% 303
2017
Q3 		$1.88M Buy
+23,319
New +$1.76M 0.04% 261
2015
Q2 		– Sell
-15,967
Closed -$1.49M – 634
2015
Q1 		$1.49M Buy
15,967
+2
+0% +$172 0.05% 215
2014
Q4 		$1.26M Buy
15,965
+4,413
+38% +$313K 0.04% 232
2014
Q3 		$740K Sell
11,552
-4,772
-29% -$345K 0.03% 315
2014
Q2 		$1.28M Buy
+16,324
New +$1.2M 0.05% 220

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Zacks Investment Management's BDC Position: Q1 2018 in Review

Zacks Investment Management sold out of Belden (BDC) in Q1 2018, closing a stake of 21,920 shares — an estimated $1.69M sold.

Zacks Investment Management first reported a position in BDC in Q2 2014 and held it in 6 quarters. The position peaked at $1.88M in Q3 2017. 237 funds tracked by Wall St. Rank hold BDC as of Q1 2018.

  • Zacks Investment Management reported no remaining Belden position as of Q1 2018 after selling out during the quarter.
  • Zacks Investment Management sold 21,920 Belden shares in Q1 2018, an estimated $1.69M.
  • Zacks Investment Management first reported a position in Belden in Q2 2014 and held it in 6 quarters.
  • Zacks Investment Management's Belden position peaked at $1.88M in Q3 2017.
  • 237 funds tracked by Wall St. Rank held Belden as of Q1 2018.

Based on Zacks Investment Management's 13F filing for Q1 2018, filed 14 May 2018.