Ironwood Investment Counsel’s Golub Capital BDC GBDC Stock Holding History

Ironwood Investment Counsel’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
2017 Q3	–	Sell	-14,428	Closed	-$270K	–	154
2017 Q2	$270K	Sell	14,428 -3,978	-22%	-$77.5K	0.1%	134
2017 Q1	$358K	Buy	18,406 +564	+3%	+$10.5K	0.15%	115
2016 Q4	$321K	Hold	17,842	–	–	0.14%	118
2016 Q3	$325K	Hold	17,842	–	–	0.15%	118
2016 Q2	$316K	Hold	17,842	–	–	0.18%	98
2016 Q1	$302K	Hold	17,842	–	–	0.16%	113
2015 Q4	$291K	Hold	17,842	–	–	0.17%	106
2015 Q3	$279K	Hold	17,842	–	–	0.15%	105
2015 Q2	$289K	Hold	17,842	–	–	0.15%	115
2015 Q1	$307K	Hold	17,842	–	–	0.16%	113
2014 Q4	$313K	Hold	17,842	–	–	0.16%	110
2014 Q3	$279K	Hold	17,842	–	–	0.15%	118
2014 Q2	$309K	Buy	17,842 +1,506	+9%	+$25.1K	0.16%	110
2014 Q1	$285K	Buy	+16,336	New	+$297K	0.16%	109

Other funds holding GBDC

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

FIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ironwood Investment Counsel's GBDC Position: Q3 2017 in Review

Ironwood Investment Counsel sold out of Golub Capital BDC (GBDC) in Q3 2017, closing a stake of 14,428 shares — an estimated $270K sold.

Ironwood Investment Counsel first reported a position in GBDC in Q1 2014 and held it in 14 quarters. The position peaked at $358K in Q1 2017. 139 funds tracked by Wall St. Rank hold GBDC as of Q3 2017.

Ironwood Investment Counsel reported no remaining Golub Capital BDC position as of Q3 2017 after selling out during the quarter.
Ironwood Investment Counsel sold 14,428 Golub Capital BDC shares in Q3 2017, an estimated $270K.
Ironwood Investment Counsel first reported a position in Golub Capital BDC in Q1 2014 and held it in 14 quarters.
Ironwood Investment Counsel's Golub Capital BDC position peaked at $358K in Q1 2017.
139 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2017.

Based on Ironwood Investment Counsel's 13F filing for Q3 2017, filed 30 Oct 2017.