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Farmhouse Investment Management’s Golub Capital BDC GBDC Stock Holding History

Farmhouse Investment 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 		$8.64M Hold
470,763
– – 4.6% 13
2018
Q2 		$8.44M Hold
470,763
– – 5.17% 10
2018
Q1 		$8.25M Buy
470,763
+217,555
+86% +$3.85M 5.59% 8
2017
Q4 		$4.51M Buy
253,208
+12,252
+5% +$227K 2.81% 12
2017
Q3 		$4.44M Buy
240,956
+37,266
+18% +$695K 2.06% 15
2017
Q2 		$3.81M Hold
203,690
– – 1.81% 17
2017
Q1 		$4.05M Buy
+203,690
New +$3.78M 2.01% 15

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

Farmhouse Investment Management's GBDC Position: Q3 2018 in Review

Farmhouse Investment Management held its Golub Capital BDC (GBDC) position steady in Q3 2018 at 470,763 shares worth $8.64M. The position accounts for 4.6% of the portfolio, ranked #13.

Farmhouse Investment Management first reported a position in GBDC in Q1 2017 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold GBDC as of Q3 2018.

  • Farmhouse Investment Management held 470,763 shares of Golub Capital BDC worth $8.64M as of Q3 2018.
  • Farmhouse Investment Management left its Golub Capital BDC share count unchanged in Q3 2018.
  • Golub Capital BDC made up 4.6% of Farmhouse Investment Management's portfolio in Q3 2018, its #13 holding.
  • Farmhouse Investment Management first reported a position in Golub Capital BDC in Q1 2017 and has held it in 7 quarters since.
  • 156 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2018.

Based on Farmhouse Investment Management's 13F filing for Q3 2018, filed 15 Nov 2018.