Glovista Investments’s Goldman Sachs BDC GSBD Stock Holding History

Glovista Investments’s Portfolio GSBD Stock Details GSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-54,368	Closed	-$1.16M	–	98
2019 Q4	$1.16M	Sell	54,368 -16,316	-23%	-$337K	0.38%	47
2019 Q3	$1.42M	Sell	70,684 -12,798	-15%	-$256K	0.51%	44
2019 Q2	$1.64M	Buy	83,482 +69,138	+482%	+$1.4M	0.53%	42
2019 Q1	$295K	Buy	+14,344	New	+$293K	0.09%	71

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CIM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RFA

Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return

Glovista Investments's GSBD Position: Q1 2020 in Review

Glovista Investments sold out of Goldman Sachs BDC (GSBD) in Q1 2020, closing a stake of 54,368 shares — an estimated $1.16M sold.

Glovista Investments first reported a position in GSBD in Q1 2019 and held it in 4 quarters. The position peaked at $1.64M in Q2 2019. 100 funds tracked by Wall St. Rank hold GSBD as of Q1 2020.

Glovista Investments reported no remaining Goldman Sachs BDC position as of Q1 2020 after selling out during the quarter.
Glovista Investments sold 54,368 Goldman Sachs BDC shares in Q1 2020, an estimated $1.16M.
Glovista Investments first reported a position in Goldman Sachs BDC in Q1 2019 and held it in 4 quarters.
Glovista Investments's Goldman Sachs BDC position peaked at $1.64M in Q2 2019.
100 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2020.

Based on Glovista Investments's 13F filing for Q1 2020, filed 13 May 2020.