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Elevated Capital Advisors’s Golub Capital BDC GBDC Stock Holding History

Elevated Capital 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
2019
Q4 		$1.67M Buy
+92,227
New +$1.63M 1.85% 10
2019
Q1 		$1.97M Buy
+170,137
New +$3M 1.3% 24

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Elevated Capital Advisors's GBDC Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in Golub Capital BDC (GBDC) in Q4 2019: 92,227 shares worth $1.67M. The stake represents 1.85% of the portfolio and ranks #10 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in GBDC as recently as Q1 2019.

Elevated Capital Advisors first reported a position in GBDC in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.97M in Q1 2019. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2019.

  • Elevated Capital Advisors held 92,227 shares of Golub Capital BDC worth $1.67M as of Q4 2019.
  • Golub Capital BDC was a new Elevated Capital Advisors position in Q4 2019.
  • Golub Capital BDC made up 1.85% of Elevated Capital Advisors's portfolio in Q4 2019, its #10 holding.
  • Elevated Capital Advisors first reported a position in Golub Capital BDC in Q1 2019 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Golub Capital BDC position peaked at $1.97M in Q1 2019.
  • 185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.