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B. Riley Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

B. Riley 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
2021
Q3 		– Sell
-36,901
Closed -$570K – 1430
2021
Q2 		$570K Buy
+36,901
New +$573K 0.02% 703
2015
Q1 		– Sell
-4,219
Closed -$74 – 1101
2014
Q4 		$74 Buy
+4,219
New +$71K ﹤0.01% 1879
2014
Q3 		– Sell
-5,066
Closed -$87.8K – 1121
2014
Q2 		$87.8K Buy
5,066
+884
+21% +$14.7K 0.02% 776
2014
Q1 		$73K Buy
+4,182
New +$76.1K 0.02% 685

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

B. Riley Wealth Advisors's GBDC Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Golub Capital BDC (GBDC) in Q3 2021, closing a stake of 36,901 shares — an estimated $570K sold.

B. Riley Wealth Advisors first reported a position in GBDC in Q1 2014 and held it in 4 quarters. The position peaked at $570K in Q2 2021. 204 funds tracked by Wall St. Rank hold GBDC as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Golub Capital BDC position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 36,901 Golub Capital BDC shares in Q3 2021, an estimated $570K.
  • B. Riley Wealth Advisors first reported a position in Golub Capital BDC in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Golub Capital BDC position peaked at $570K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.