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Kings Point Capital Management’s Goldman Sachs BDC GSBD Stock Holding History

Kings Point Capital Management’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
2016
Q1 		– Sell
-3,000
Closed -$57K – 335
2015
Q4 		$57K Hold
3,000
– – 0.01% 188
2015
Q3 		$55K Hold
3,000
– – 0.01% 208
2015
Q2 		$71K Hold
3,000
– – 0.02% 183
2015
Q1 		$62K Buy
+3,000
New +$62.3K 0.02% 194

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kings Point Capital Management's GSBD Position: Q1 2016 in Review

Kings Point Capital Management sold out of Goldman Sachs BDC (GSBD) in Q1 2016, closing a stake of 3,000 shares — an estimated $57K sold.

Kings Point Capital Management first reported a position in GSBD in Q1 2015 and held it in 4 quarters. The position peaked at $71K in Q2 2015. 46 funds tracked by Wall St. Rank hold GSBD as of Q1 2016.

  • Kings Point Capital Management reported no remaining Goldman Sachs BDC position as of Q1 2016 after selling out during the quarter.
  • Kings Point Capital Management sold 3,000 Goldman Sachs BDC shares in Q1 2016, an estimated $57K.
  • Kings Point Capital Management first reported a position in Goldman Sachs BDC in Q1 2015 and held it in 4 quarters.
  • Kings Point Capital Management's Goldman Sachs BDC position peaked at $71K in Q2 2015.
  • 46 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2016.

Based on Kings Point Capital Management's 13F filing for Q1 2016, filed 12 May 2016.