Lenox Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Lenox Wealth Advisors’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
2018 Q2	–	Sell	-1,066	Closed	-$20K	–	588
2018 Q1	$20K	Buy	+1,066	New	+$22.1K	﹤0.01%	273

Other funds holding GSBD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lenox Wealth Advisors's GSBD Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of Goldman Sachs BDC (GSBD) in Q2 2018, closing a stake of 1,066 shares — an estimated $20K sold.

Lenox Wealth Advisors first reported a position in GSBD in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 85 funds tracked by Wall St. Rank hold GSBD as of Q2 2018.

Lenox Wealth Advisors reported no remaining Goldman Sachs BDC position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 1,066 Goldman Sachs BDC shares in Q2 2018, an estimated $20K.
Lenox Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2018 and held it in 1 quarter.
Lenox Wealth Advisors's Goldman Sachs BDC position peaked at $20K in Q1 2018.
85 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.