EWA
GBDC icon

Evolution Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Evolution Wealth 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 		– Sell
-1,945
Closed -$36K – 646
2019
Q3 		$36K Buy
+1,945
New +$35K 0.02% 62

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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 $1.04B AUM 49.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377M AUM 5.73% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Evolution Wealth Advisors's GBDC Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of Golub Capital BDC (GBDC) in Q4 2019, closing a stake of 1,945 shares — an estimated $36K sold.

Evolution Wealth Advisors first reported a position in GBDC in Q3 2019 and held it in 1 quarter. The position peaked at $36K in Q3 2019. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining Golub Capital BDC position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,945 Golub Capital BDC shares in Q4 2019, an estimated $36K.
  • Evolution Wealth Advisors first reported a position in Golub Capital BDC in Q3 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Golub Capital BDC position peaked at $36K in Q3 2019.
  • 185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.