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Independent Advisor Alliance’s Golub Capital BDC GBDC Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-11,868
Closed -$215K – 572
2019
Q4 		$215K Buy
+11,868
New +$209K 0.01% 800

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Independent Advisor Alliance's GBDC Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Golub Capital BDC (GBDC) in Q1 2020, closing a stake of 11,868 shares — an estimated $215K sold.

Independent Advisor Alliance first reported a position in GBDC in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 193 funds tracked by Wall St. Rank hold GBDC as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Golub Capital BDC position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,868 Golub Capital BDC shares in Q1 2020, an estimated $215K.
  • Independent Advisor Alliance first reported a position in Golub Capital BDC in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Golub Capital BDC position peaked at $215K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.