Benjamin F. Edwards & Company’s Golub Capital BDC GBDC Stock Holding History

Benjamin F. Edwards & Company’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
2020 Q2	–	Sell	-822	Closed	-$10K	–	1711
2020 Q1	$10K	Sell	822 -375	-31%	-$6.14K	﹤0.01%	1247
2019 Q4	$22K	Hold	1,197	–	–	﹤0.01%	1205
2019 Q3	$22K	Hold	1,197	–	–	﹤0.01%	1162
2019 Q2	$21K	Sell	1,197 -163	-12%	-$2.86K	﹤0.01%	1174
2019 Q1	$24K	Hold	1,360	–	–	﹤0.01%	1082
2018 Q4	$22K	Buy	1,360 +375	+38%	+$6.67K	﹤0.01%	1067
2018 Q3	$18K	Hold	985	–	–	﹤0.01%	1132
2018 Q2	$18K	Hold	985	–	–	﹤0.01%	1124
2018 Q1	$17K	Hold	985	–	–	﹤0.01%	1115
2017 Q4	$18K	Hold	985	–	–	﹤0.01%	1057
2017 Q3	$18K	Hold	985	–	–	﹤0.01%	1012
2017 Q2	$18K	Hold	985	–	–	﹤0.01%	926
2017 Q1	$19K	Hold	985	–	–	﹤0.01%	865
2016 Q4	$18K	Hold	985	–	–	﹤0.01%	821
2016 Q3	$18K	Hold	985	–	–	﹤0.01%	726
2016 Q2	$17K	Buy	985 +235	+31%	+$3.99K	﹤0.01%	700
2016 Q1	$13K	Sell	750 -649	-46%	-$10.4K	﹤0.01%	752
2015 Q4	$23K	Buy	+1,399	New	+$23K	0.01%	658
2015 Q2	–	Sell	-143	Closed	-$2K	–	1170
2015 Q1	$2K	Buy	+143	New	+$2.48K	﹤0.01%	1065

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

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

RFA

Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Benjamin F. Edwards & Company's GBDC Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of Golub Capital BDC (GBDC) in Q2 2020, closing a stake of 822 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in GBDC in Q1 2015 and held it in 19 quarters. The position peaked at $24K in Q1 2019. 183 funds tracked by Wall St. Rank hold GBDC as of Q2 2020.

Benjamin F. Edwards & Company reported no remaining Golub Capital BDC position as of Q2 2020 after selling out during the quarter.
Benjamin F. Edwards & Company sold 822 Golub Capital BDC shares in Q2 2020, an estimated $10K.
Benjamin F. Edwards & Company first reported a position in Golub Capital BDC in Q1 2015 and held it in 19 quarters.
Benjamin F. Edwards & Company's Golub Capital BDC position peaked at $24K in Q1 2019.
183 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.