Lee Financial’s Golub Capital BDC GBDC Stock Holding History

Lee Financial’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 Q4	–	Sell	-715	Closed	-$13K	–	484
2017 Q3	$13K	Buy	+715	New	+$13.3K	﹤0.01%	290

Other funds holding GBDC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

CCP

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

CIM

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

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

Lee Financial's GBDC Position: Q4 2017 in Review

Lee Financial sold out of Golub Capital BDC (GBDC) in Q4 2017, closing a stake of 715 shares — an estimated $13K sold.

Lee Financial first reported a position in GBDC in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 141 funds tracked by Wall St. Rank hold GBDC as of Q4 2017.

Lee Financial reported no remaining Golub Capital BDC position as of Q4 2017 after selling out during the quarter.
Lee Financial sold 715 Golub Capital BDC shares in Q4 2017, an estimated $13K.
Lee Financial first reported a position in Golub Capital BDC in Q3 2017 and held it in 1 quarter.
Lee Financial's Golub Capital BDC position peaked at $13K in Q3 2017.
141 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2017.

Based on Lee Financial's 13F filing for Q4 2017, filed 9 Feb 2018.