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Advisory Research’s Goldman Sachs BDC GSBD Stock Holding History

Advisory Research’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-60,758
Closed -$1.25M – 378
2019
Q1 		$1.25M Sell
60,758
-663
-1% -$13.6K 0.02% 226
2018
Q4 		$1.13M Sell
61,421
-8,487
-12% -$175K 0.02% 227
2018
Q3 		$1.55M Sell
69,908
-6,502
-9% -$142K 0.03% 223
2018
Q2 		$1.56M Sell
76,410
-22,967
-23% -$461K 0.03% 229
2018
Q1 		$1.9M Sell
99,377
-38,364
-28% -$797K 0.03% 215
2017
Q4 		$3.06M Sell
137,741
-133,539
-49% -$2.96M 0.05% 181
2017
Q3 		$6.19M Sell
271,280
-84,657
-24% -$1.89M 0.1% 142
2017
Q2 		$8.02M Buy
355,937
+91
+0% +$2.14K 0.13% 131
2017
Q1 		$8.77M Buy
355,846
+157,206
+79% +$3.82M 0.13% 113
2016
Q4 		$4.67M Buy
198,640
+107,791
+119% +$2.41M 0.07% 132
2016
Q3 		$1.98M Buy
90,849
+20,071
+28% +$419K 0.03% 150
2016
Q2 		$1.42M Buy
70,778
+143
+0.2% +$2.82K 0.02% 157
2016
Q1 		$1.38M Buy
70,635
+6,194
+10% +$117K 0.03% 160
2015
Q4 		$1.22M Buy
64,441
+13,567
+27% +$268K 0.02% 188
2015
Q3 		$937K Sell
50,874
-3,806
-7% -$87K 0.01% 210
2015
Q2 		$1.29M Sell
54,680
-48,160
-47% -$1.04M 0.01% 214
2015
Q1 		$2.13M Buy
+102,840
New +$2.13M 0.02% 190

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return