Boston Private Bank & Trust’s Golub Capital BDC GBDC Stock Holding History

Boston Private Bank & Trust’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 Q1	$51K	Hold	2,961	–	–	﹤0.01%	560
2014 Q4	$52K	Hold	2,961	–	–	﹤0.01%	567
2014 Q3	$46K	Hold	2,961	–	–	﹤0.01%	603
2014 Q2	$51K	Sell	2,961 -281	-9%	-$4.68K	﹤0.01%	570
2014 Q1	$57K	Hold	3,242	–	–	﹤0.01%	570
2013 Q4	$61K	Buy	3,242 +434	+15%	+$7.55K	﹤0.01%	558
2013 Q3	$48K	Hold	2,808	–	–	﹤0.01%	564
2013 Q2	$48K	Buy	+2,808	New	+$47.6K	﹤0.01%	548

Other funds holding GBDC

ALA

Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Boston Private Bank & Trust's GBDC Position: Q1 2015 in Review

Boston Private Bank & Trust held its Golub Capital BDC (GBDC) position steady in Q1 2015 at 2,961 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Boston Private Bank & Trust first reported a position in GBDC in Q2 2013 and has held it in 8 quarters since. The position peaked at $61K in Q4 2013. 110 funds tracked by Wall St. Rank hold GBDC as of Q1 2015.

Boston Private Bank & Trust held 2,961 shares of Golub Capital BDC worth $51K as of Q1 2015.
Boston Private Bank & Trust left its Golub Capital BDC share count unchanged in Q1 2015.
Golub Capital BDC made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #560 holding.
Boston Private Bank & Trust first reported a position in Golub Capital BDC in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Golub Capital BDC position peaked at $61K in Q4 2013.
110 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.