Cetera Advisor Networks’s Golub Capital BDC GBDC Stock Holding History

Cetera Advisor Networks’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
2023 Q4	–	Sell	-11,459	Closed	-$168K	–	2815
2023 Q3	$168K	Buy	+11,459	New	+$163K	﹤0.01%	2475
2020 Q3	–	Sell	-2,816	Closed	-$33K	–	1904
2020 Q2	$33K	Buy	+2,816	New	+$31.7K	﹤0.01%	2129
2015 Q1	–	Sell	-11,333	Closed	-$199K	–	859
2014 Q4	$199K	Sell	11,333 -409	-3%	-$6.89K	0.01%	756
2014 Q3	$184K	Hold	11,742	–	–	0.01%	758
2014 Q2	$205K	Sell	11,742 -1,531	-12%	-$25.5K	0.01%	735
2014 Q1	$233K	Sell	13,273 -2,553	-16%	-$46.4K	0.02%	661
2013 Q4	$299K	Sell	15,826 -3,063	-16%	-$53.3K	0.02%	558
2013 Q3	$319K	Buy	18,889 +409	+2%	+$7.05K	0.03%	475
2013 Q2	$321K	Buy	+18,480	New	+$313K	0.03%	418

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

OAC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIS

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Advisor Networks's GBDC Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Golub Capital BDC (GBDC) in Q4 2023, closing a stake of 11,459 shares — an estimated $168K sold.

Cetera Advisor Networks first reported a position in GBDC in Q2 2013 and held it in 9 quarters. The position peaked at $321K in Q2 2013. 260 funds tracked by Wall St. Rank hold GBDC as of Q4 2023.

Cetera Advisor Networks reported no remaining Golub Capital BDC position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 11,459 Golub Capital BDC shares in Q4 2023, an estimated $168K.
Cetera Advisor Networks first reported a position in Golub Capital BDC in Q2 2013 and held it in 9 quarters.
Cetera Advisor Networks's Golub Capital BDC position peaked at $321K in Q2 2013.
260 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.