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Atherton Lane Advisers’s Golub Capital BDC GBDC Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$64.1M Buy
3,937,724
+35,345
+0.9% +$581K 3.73% 1
2015
Q3 		$61.1M Sell
3,902,379
-68,979
-2% -$1.12M 3.82% 2
2015
Q2 		$64.4M Sell
3,971,358
-89,041
-2% -$1.51M 3.56% 2
2015
Q1 		$69.8M Sell
4,060,399
-35,530
-0.9% -$615K 3.76% 1
2014
Q4 		$71.9M Buy
4,095,929
+22,870
+0.6% +$385K 3.94% 1
2014
Q3 		$63.6M Buy
4,073,059
+92,210
+2% +$1.53M 3.63% 1
2014
Q2 		$69M Buy
3,980,849
+269,352
+7% +$4.49M 3.83% 1
2014
Q1 		$64.9M Buy
3,711,497
+1,526,332
+70% +$27.8M 4.01% 1
2013
Q4 		$40.9M Buy
2,185,165
+96,444
+5% +$1.68M 2.58% 2
2013
Q3 		$35.4M Buy
2,088,721
+247,521
+13% +$4.27M 2.43% 2
2013
Q2 		$31.6M Buy
+1,841,200
New +$31.2M 2.31% 6

Other funds holding GBDC

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return