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Liberty Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-327
Closed -$6K – 907
2019
Q2 		$6K Buy
+327
New +$5.74K 0.01% 621

Other funds holding GBDC

SO
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SWPG
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Liberty Wealth Management's GBDC Position: Q3 2019 in Review

Liberty Wealth Management sold out of Golub Capital BDC (GBDC) in Q3 2019, closing a stake of 327 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in GBDC in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 167 funds tracked by Wall St. Rank hold GBDC as of Q3 2019.

  • Liberty Wealth Management reported no remaining Golub Capital BDC position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 327 Golub Capital BDC shares in Q3 2019, an estimated $6K.
  • Liberty Wealth Management first reported a position in Golub Capital BDC in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Golub Capital BDC position peaked at $6K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.