Cowen Prime Advisors’s Golub Capital BDC GBDC Stock Holding History

Cowen Prime Advisors’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 Q2	$797K	Hold	59,000	–	–	0.27%	52
2023 Q1	$795K	Sell	59,000 -1,200	-2%	-$16.2K	0.32%	50
2022 Q4	$792K	Buy	60,200 +25,400	+73%	+$335K	0.33%	50
2022 Q3	$431K	Sell	34,800 -24	-0.1%	-$327	0.25%	50
2022 Q2	$451K	Buy	34,824 +5,500	+19%	+$78.7K	0.26%	50
2022 Q1	$446K	Buy	29,324 +1,624	+6%	+$25.1K	0.19%	60
2021 Q4	$428K	Buy	27,700 +11,200	+68%	+$173K	0.15%	65
2021 Q3	$261K	Hold	16,500	–	–	0.1%	76
2021 Q2	$254K	Buy	16,500 +1,000	+6%	+$15.5K	0.09%	75
2021 Q1	$227K	Buy	15,500 +14,600	+1,622%	+$215K	0.09%	75
2020 Q4	$13K	Buy	+900	New	+$12.3K	0.01%	148
2020 Q3	–	Sell	-34,824	Closed	-$451K	–	185
2020 Q2	$451K	Buy	+34,824	New	+$392K	0.26%	50

Other funds holding GBDC

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SIS

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWIA

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

Cowen Prime Advisors's GBDC Position: Q2 2023 in Review

Cowen Prime Advisors held its Golub Capital BDC (GBDC) position steady in Q2 2023 at 59,000 shares worth $797K. The position accounts for 0.27% of the portfolio, ranked #52.

Cowen Prime Advisors first reported a position in GBDC in Q2 2020 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold GBDC as of Q2 2023.

Cowen Prime Advisors held 59,000 shares of Golub Capital BDC worth $797K as of Q2 2023.
Cowen Prime Advisors left its Golub Capital BDC share count unchanged in Q2 2023.
Golub Capital BDC made up 0.27% of Cowen Prime Advisors's portfolio in Q2 2023, its #52 holding.
Cowen Prime Advisors first reported a position in Golub Capital BDC in Q2 2020 and has held it in 12 quarters since.
243 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.