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Moneta Group Investment Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-1,490
Closed -$27K – 252
2015
Q3 		$27K Buy
+1,490
New +$34.1K 0.01% 287

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Moneta Group Investment Advisors's GSBD Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Goldman Sachs BDC (GSBD) in Q4 2015, closing a stake of 1,490 shares — an estimated $27K sold.

Moneta Group Investment Advisors first reported a position in GSBD in Q3 2015 and held it in 1 quarter. The position peaked at $27K in Q3 2015. 47 funds tracked by Wall St. Rank hold GSBD as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Goldman Sachs BDC position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,490 Goldman Sachs BDC shares in Q4 2015, an estimated $27K.
  • Moneta Group Investment Advisors first reported a position in Goldman Sachs BDC in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Goldman Sachs BDC position peaked at $27K in Q3 2015.
  • 47 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.