Certified Advisory Corp’s Golub Capital BDC GBDC Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-561	Closed	-$8K	–	402
2021 Q1	$8K	Buy	+561	New	+$8.25K	﹤0.01%	618
2020 Q2	$10K	Sell	855 -5	-0.6%	-$56	﹤0.01%	549
2020 Q1	$11K	Buy	860 +14	+2%	+$229	﹤0.01%	515
2019 Q4	$15K	Buy	846 +8	+1%	+$141	﹤0.01%	526
2019 Q3	$15K	Buy	838 +9	+1%	+$162	0.01%	526
2019 Q2	$14K	Buy	829 +9	+1%	+$158	0.01%	535
2019 Q1	$14K	Buy	820 +12	+1%	+$211	0.01%	503
2018 Q4	$13K	Buy	808 +9	+1%	+$160	0.01%	499
2018 Q3	$15K	Buy	799 +8	+1%	+$147	0.01%	505
2018 Q2	$14K	Buy	791 +9	+1%	+$161	0.01%	487
2018 Q1	$13K	Buy	782 +9	+1%	+$159	0.01%	472
2017 Q4	$13K	Buy	+773	New	+$14.3K	0.01%	432

Other funds holding GBDC

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWIA

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Certified Advisory Corp's GBDC Position: Q2 2021 in Review

Certified Advisory Corp sold out of Golub Capital BDC (GBDC) in Q2 2021, closing a stake of 561 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in GBDC in Q4 2017 and held it in 12 quarters. The position peaked at $15K in Q4 2019. 199 funds tracked by Wall St. Rank hold GBDC as of Q2 2021.

Certified Advisory Corp reported no remaining Golub Capital BDC position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 561 Golub Capital BDC shares in Q2 2021, an estimated $8K.
Certified Advisory Corp first reported a position in Golub Capital BDC in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Golub Capital BDC position peaked at $15K in Q4 2019.
199 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.