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Arete Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Arete Wealth Advisors’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
-17,162
Closed -$299K – 422
2019
Q2 		$299K Buy
17,162
+1,305
+8% +$22.9K 0.06% 300
2019
Q1 		$278K Hold
15,857
– – 0.06% 296
2018
Q4 		$256K Buy
15,857
+1,750
+12% +$31.1K 0.06% 296
2018
Q3 		$259K Hold
14,107
– – 0.06% 290
2018
Q2 		$253K Buy
+14,107
New +$252K 0.06% 304

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Arete Wealth Advisors's GBDC Position: Q3 2019 in Review

Arete Wealth Advisors sold out of Golub Capital BDC (GBDC) in Q3 2019, closing a stake of 17,162 shares — an estimated $299K sold.

Arete Wealth Advisors first reported a position in GBDC in Q2 2018 and held it in 5 quarters. The position peaked at $299K in Q2 2019. 167 funds tracked by Wall St. Rank hold GBDC as of Q3 2019.

  • Arete Wealth Advisors reported no remaining Golub Capital BDC position as of Q3 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 17,162 Golub Capital BDC shares in Q3 2019, an estimated $299K.
  • Arete Wealth Advisors first reported a position in Golub Capital BDC in Q2 2018 and held it in 5 quarters.
  • Arete Wealth Advisors's Golub Capital BDC position peaked at $299K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2019.

Based on Arete Wealth Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.