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

Dynasty 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 Q4	–	Sell	-13,273	Closed	-$244K	–	38
2018 Q3	$244K	Hold	13,273	–	–	0.31%	94
2018 Q2	$238K	Hold	13,273	–	–	0.49%	55
2018 Q1	$233K	Sell	13,273 -1,736	-12%	-$30.7K	0.1%	55
2017 Q4	$268K	Buy	+15,009	New	+$278K	0.46%	73

Other funds holding GBDC

MAU

MRA Associates USA Phoenix, Arizona $25.4M AUM 0.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

OAC

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Dynasty Wealth Management's GBDC Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2018, closing a stake of 13,273 shares — an estimated $244K sold.

Dynasty Wealth Management first reported a position in GBDC in Q4 2017 and held it in 4 quarters. The position peaked at $268K in Q4 2017. 152 funds tracked by Wall St. Rank hold GBDC as of Q4 2018.

Dynasty Wealth Management reported no remaining Golub Capital BDC position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 13,273 Golub Capital BDC shares in Q4 2018, an estimated $244K.
Dynasty Wealth Management first reported a position in Golub Capital BDC in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's Golub Capital BDC position peaked at $268K in Q4 2017.
152 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.