IHT Wealth Management’s Golub Capital BDC GBDC Stock Holding History

IHT Wealth Management’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
2018 Q4	–	Sell	-12,443	Closed	-$228K	–	491
2018 Q3	$228K	Buy	12,443 +1,008	+9%	+$18.6K	0.05%	380
2018 Q2	$205K	Hold	11,435	–	–	0.05%	382
2018 Q1	$200K	Hold	11,435	–	–	0.05%	345
2017 Q4	$201K	Buy	11,435 +1,123	+11%	+$20.8K	0.05%	344
2017 Q3	$190K	Sell	10,312 -3,186	-24%	-$59.4K	0.08%	255
2017 Q2	$47	Buy	13,498 +817	+6%	+$15.9K	0.02%	517
2017 Q1	$246K	Buy	12,681 +2,348	+23%	+$43.5K	0.16%	152
2016 Q4	$186K	Buy	+10,333	New	+$185K	0.14%	175

Other funds holding GBDC

MAU

MRA Associates USA Phoenix, Arizona $25.4M AUM 0.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

CIM

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

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

IHT Wealth Management's GBDC Position: Q4 2018 in Review

IHT Wealth Management sold out of Golub Capital BDC (GBDC) in Q4 2018, closing a stake of 12,443 shares — an estimated $228K sold.

IHT Wealth Management first reported a position in GBDC in Q4 2016 and held it in 8 quarters. The position peaked at $246K in Q1 2017. 152 funds tracked by Wall St. Rank hold GBDC as of Q4 2018.

IHT Wealth Management reported no remaining Golub Capital BDC position as of Q4 2018 after selling out during the quarter.
IHT Wealth Management sold 12,443 Golub Capital BDC shares in Q4 2018, an estimated $228K.
IHT Wealth Management first reported a position in Golub Capital BDC in Q4 2016 and held it in 8 quarters.
IHT Wealth Management's Golub Capital BDC position peaked at $246K in Q1 2017.
152 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2018.

Based on IHT Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.