DWM
GBDC icon

Destination Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Destination Wealth Management’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
2018
Q3 		– Sell
-1,225
Closed -$22K – 709
2018
Q2 		$22K Buy
+1,225
New +$21.9K ﹤0.01% 339

Other funds holding GBDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
AM
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

Destination Wealth Management's GBDC Position: Q3 2018 in Review

Destination Wealth Management sold out of Golub Capital BDC (GBDC) in Q3 2018, closing a stake of 1,225 shares — an estimated $22K sold.

Destination Wealth Management first reported a position in GBDC in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 156 funds tracked by Wall St. Rank hold GBDC as of Q3 2018.

  • Destination Wealth Management reported no remaining Golub Capital BDC position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 1,225 Golub Capital BDC shares in Q3 2018, an estimated $22K.
  • Destination Wealth Management first reported a position in Golub Capital BDC in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's Golub Capital BDC position peaked at $22K in Q2 2018.
  • 156 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.