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Biltmore Family Office’s Golub Capital BDC GBDC Stock Holding History

Biltmore Family Office’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
-14,396
Closed -$251K – 175
2019
Q2 		$251K Sell
14,396
-10,864
-43% -$191K 0.14% 125
2019
Q1 		$442K Sell
25,260
-111,641
-82% -$1.97M 0.22% 92
2018
Q4 		$2.21M Sell
136,901
-90,889
-40% -$1.62M 1.25% 27
2018
Q3 		$4.18M Buy
+227,790
New +$4.2M 1.99% 13

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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 $8.93B AUM 25.13% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Biltmore Family Office's GBDC Position: Q3 2019 in Review

Biltmore Family Office sold out of Golub Capital BDC (GBDC) in Q3 2019, closing a stake of 14,396 shares — an estimated $251K sold.

Biltmore Family Office first reported a position in GBDC in Q3 2018 and held it in 4 quarters. The position peaked at $4.18M in Q3 2018. 167 funds tracked by Wall St. Rank hold GBDC as of Q3 2019.

  • Biltmore Family Office reported no remaining Golub Capital BDC position as of Q3 2019 after selling out during the quarter.
  • Biltmore Family Office sold 14,396 Golub Capital BDC shares in Q3 2019, an estimated $251K.
  • Biltmore Family Office first reported a position in Golub Capital BDC in Q3 2018 and held it in 4 quarters.
  • Biltmore Family Office's Golub Capital BDC position peaked at $4.18M in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2019.

Based on Biltmore Family Office's 13F filing for Q3 2019, filed 16 Oct 2019.