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Mercer Investments’s Golub Capital BDC GBDC Stock Holding History

Mercer Investments’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
2013
Q4 		– Sell
-39,027
Closed -$662K – 21
2013
Q3 		$662K Hold
39,027
– – 1.5% 7
2013
Q2 		$669K Buy
+39,027
New +$661K 1.33% 11

Other funds holding GBDC

ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Investments's GBDC Position: Q4 2013 in Review

Mercer Investments sold out of Golub Capital BDC (GBDC) in Q4 2013, closing a stake of 39,027 shares — an estimated $662K sold.

Mercer Investments first reported a position in GBDC in Q2 2013 and held it in 2 quarters. The position peaked at $669K in Q2 2013. 112 funds tracked by Wall St. Rank hold GBDC as of Q4 2013.

  • Mercer Investments reported no remaining Golub Capital BDC position as of Q4 2013 after selling out during the quarter.
  • Mercer Investments sold 39,027 Golub Capital BDC shares in Q4 2013, an estimated $662K.
  • Mercer Investments first reported a position in Golub Capital BDC in Q2 2013 and held it in 2 quarters.
  • Mercer Investments's Golub Capital BDC position peaked at $669K in Q2 2013.
  • 112 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2013.

Based on Mercer Investments's 13F filing for Q4 2013, filed 13 Feb 2014.