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Money Concepts Capital’s Golub Capital BDC GBDC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-340
Closed -$4.47K – 1429
2022
Q4 		$4.47K Buy
340
+35
+11% +$461 ﹤0.01% 2398
2022
Q3 		$4K Hold
305
– – ﹤0.01% 1262
2022
Q2 		$4K Hold
305
– – ﹤0.01% 1209
2022
Q1 		$5K Buy
+305
New +$4.72K ﹤0.01% 2199

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Money Concepts Capital's GBDC Position: Q1 2023 in Review

Money Concepts Capital sold out of Golub Capital BDC (GBDC) in Q1 2023, closing a stake of 340 shares — an estimated $4.47K sold.

Money Concepts Capital first reported a position in GBDC in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 228 funds tracked by Wall St. Rank hold GBDC as of Q1 2023.

  • Money Concepts Capital reported no remaining Golub Capital BDC position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 340 Golub Capital BDC shares in Q1 2023, an estimated $4.47K.
  • Money Concepts Capital first reported a position in Golub Capital BDC in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Golub Capital BDC position peaked at $5K in Q1 2022.
  • 228 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.