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Gupta Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-200
Closed -$4K – 1296
2015
Q3 		$4K Hold
200
– – ﹤0.01% 1062
2015
Q2 		$5K Buy
+200
New +$4.34K ﹤0.01% 1019

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Gupta Wealth Management's GSBD Position: Q4 2015 in Review

Gupta Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q4 2015, closing a stake of 200 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in GSBD in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 47 funds tracked by Wall St. Rank hold GSBD as of Q4 2015.

  • Gupta Wealth Management reported no remaining Goldman Sachs BDC position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 200 Goldman Sachs BDC shares in Q4 2015, an estimated $4K.
  • Gupta Wealth Management first reported a position in Goldman Sachs BDC in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Goldman Sachs BDC position peaked at $5K in Q2 2015.
  • 47 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.