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Financial Architects (New Jersey)’s Golub Capital BDC GBDC Stock Holding History

Financial Architects (New Jersey)’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
2013
Q4 		– Sell
-102
Closed -$2K – 312
2013
Q3 		$2K Hold
102
– – ﹤0.01% 687
2013
Q2 		$2K Buy
+102
New +$1.73K ﹤0.01% 600

Other funds holding GBDC

ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s GBDC Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of Golub Capital BDC (GBDC) in Q4 2013, closing a stake of 102 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in GBDC in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 112 funds tracked by Wall St. Rank hold GBDC as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining Golub Capital BDC position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 102 Golub Capital BDC shares in Q4 2013, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Golub Capital BDC in Q2 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Golub Capital BDC position peaked at $2K in Q3 2013.
  • 112 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.