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Alpha Omega Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Alpha Omega Wealth Management’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-398
Closed -$7K – 350
2019
Q2 		$7K Buy
+398
New +$6.98K ﹤0.01% 471

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SIS
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CCP
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SI
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RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Alpha Omega Wealth Management's GBDC Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of Golub Capital BDC (GBDC) in Q3 2019, closing a stake of 398 shares — an estimated $7K sold.

Alpha Omega Wealth Management first reported a position in GBDC in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 167 funds tracked by Wall St. Rank hold GBDC as of Q3 2019.

  • Alpha Omega Wealth Management reported no remaining Golub Capital BDC position as of Q3 2019 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 398 Golub Capital BDC shares in Q3 2019, an estimated $7K.
  • Alpha Omega Wealth Management first reported a position in Golub Capital BDC in Q2 2019 and held it in 1 quarter.
  • Alpha Omega Wealth Management's Golub Capital BDC position peaked at $7K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.