MAWAG
GBDC icon

Mid-American Wealth Advisory Group’s Golub Capital BDC GBDC Stock Holding History

Mid-American Wealth Advisory Group’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
2023
Q3 		– Sell
-13,044
Closed -$176K – 52
2023
Q2 		$176K Buy
+13,044
New +$173K 0.14% 70
2022
Q1 		$644K Sell
42,334
-43,772
-51% -$678K 0.5% 56
2021
Q4 		$1.33M Buy
+86,106
New +$1.33M 1.07% 25

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mid-American Wealth Advisory Group's GBDC Position: Q3 2023 in Review

Mid-American Wealth Advisory Group sold out of Golub Capital BDC (GBDC) in Q3 2023, closing a stake of 13,044 shares — an estimated $176K sold.

Mid-American Wealth Advisory Group first reported a position in GBDC in Q4 2021 and held it in 3 quarters. The position peaked at $1.33M in Q4 2021. 249 funds tracked by Wall St. Rank hold GBDC as of Q3 2023.

  • Mid-American Wealth Advisory Group reported no remaining Golub Capital BDC position as of Q3 2023 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 13,044 Golub Capital BDC shares in Q3 2023, an estimated $176K.
  • Mid-American Wealth Advisory Group first reported a position in Golub Capital BDC in Q4 2021 and held it in 3 quarters.
  • Mid-American Wealth Advisory Group's Golub Capital BDC position peaked at $1.33M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2023.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.