Heritage Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Heritage Wealth Advisors’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 Q3	–	Sell	-1,190	Closed	-$19.3K	–	472
2020 Q2	$19.3K	Hold	1,190	–	–	﹤0.01%	337
2020 Q1	$14.7K	Hold	1,190	–	–	﹤0.01%	348
2019 Q4	$25.3K	Hold	1,190	–	–	﹤0.01%	360
2019 Q3	$23K	Hold	1,190	–	–	﹤0.01%	338
2019 Q2	$23.4K	Hold	1,190	–	–	﹤0.01%	326
2019 Q1	$24.4K	Buy	+1,190	New	+$24.3K	﹤0.01%	288

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 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

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

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

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

Heritage Wealth Advisors sold out of Goldman Sachs BDC (GSBD) in Q3 2020, closing a stake of 1,190 shares — an estimated $19.3K sold.

Heritage Wealth Advisors first reported a position in GSBD in Q1 2019 and held it in 6 quarters. The position peaked at $25.3K in Q4 2019. 91 funds tracked by Wall St. Rank hold GSBD as of Q3 2020.

Heritage Wealth Advisors reported no remaining Goldman Sachs BDC position as of Q3 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 1,190 Goldman Sachs BDC shares in Q3 2020, an estimated $19.3K.
Heritage Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2019 and held it in 6 quarters.
Heritage Wealth Advisors's Goldman Sachs BDC position peaked at $25.3K in Q4 2019.
91 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2020.

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