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Bruderman Asset Management’s Blue Owl Capital OBDC Stock Holding History

Bruderman Asset Management’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,774
Closed -$280K – 94
2019
Q4 		$280K Sell
15,774
-65
-0.4% -$1.14K 0.09% 87
2019
Q3 		$280K Buy
+15,839
New +$254K 0.07% 106

Other funds holding OBDC

RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Bruderman Asset Management's OBDC Position: Q1 2020 in Review

Bruderman Asset Management sold out of Blue Owl Capital (OBDC) in Q1 2020, closing a stake of 15,774 shares — an estimated $280K sold.

Bruderman Asset Management first reported a position in OBDC in Q3 2019 and held it in 2 quarters. The position peaked at $280K in Q4 2019. 109 funds tracked by Wall St. Rank hold OBDC as of Q1 2020.

  • Bruderman Asset Management reported no remaining Blue Owl Capital position as of Q1 2020 after selling out during the quarter.
  • Bruderman Asset Management sold 15,774 Blue Owl Capital shares in Q1 2020, an estimated $280K.
  • Bruderman Asset Management first reported a position in Blue Owl Capital in Q3 2019 and held it in 2 quarters.
  • Bruderman Asset Management's Blue Owl Capital position peaked at $280K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2020.

Based on Bruderman Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.