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

Heritage 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
2020
Q3 		– Sell
-1,398
Closed -$16.3K – 470
2020
Q2 		$16.3K Sell
1,398
-29
-2% -$327 ﹤0.01% 349
2020
Q1 		$17.6K Hold
1,427
– – ﹤0.01% 337
2019
Q4 		$25.8K Hold
1,427
– – ﹤0.01% 359
2019
Q3 		$26K Hold
1,427
– – ﹤0.01% 329
2019
Q2 		$24.9K Hold
1,427
– – ﹤0.01% 320
2019
Q1 		$25K Buy
+1,427
New +$25.1K ﹤0.01% 287

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Heritage Wealth Advisors's GBDC Position: Q3 2020 in Review

Heritage Wealth Advisors sold out of Golub Capital BDC (GBDC) in Q3 2020, closing a stake of 1,398 shares — an estimated $16.3K sold.

Heritage Wealth Advisors first reported a position in GBDC in Q1 2019 and held it in 6 quarters. The position peaked at $26K in Q3 2019. 169 funds tracked by Wall St. Rank hold GBDC as of Q3 2020.

  • Heritage Wealth Advisors reported no remaining Golub Capital BDC position as of Q3 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,398 Golub Capital BDC shares in Q3 2020, an estimated $16.3K.
  • Heritage Wealth Advisors first reported a position in Golub Capital BDC in Q1 2019 and held it in 6 quarters.
  • Heritage Wealth Advisors's Golub Capital BDC position peaked at $26K in Q3 2019.
  • 169 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2020.

Based on Heritage Wealth Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.