Moody Lynn & Lieberson’s Golub Capital BDC GBDC Stock Holding History

Moody Lynn & Lieberson’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
2015 Q3	–	Sell	-23,906	Closed	-$388K	–	174
2015 Q2	$388K	Sell	23,906 -16,943	-41%	-$287K	0.06%	131
2015 Q1	$702K	Sell	40,849 -6,164	-13%	-$107K	0.11%	103
2014 Q4	$826K	Sell	47,013 -2,370	-5%	-$39.9K	0.12%	110
2014 Q3	$771K	Sell	49,383 -694	-1%	-$11.5K	0.11%	108
2014 Q2	$868K	Sell	50,077 -3,240	-6%	-$54K	0.12%	107
2014 Q1	$932K	Buy	53,317 +26,041	+95%	+$474K	0.14%	111
2013 Q4	$511K	Sell	27,276 -27,860	-51%	-$485K	0.07%	131
2013 Q3	$936K	Buy	55,136 +6,725	+14%	+$116K	0.14%	112
2013 Q2	$830K	Buy	+48,411	New	+$820K	0.15%	103

Other funds holding GBDC

ALA

Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody Lynn & Lieberson's GBDC Position: Q3 2015 in Review

Moody Lynn & Lieberson sold out of Golub Capital BDC (GBDC) in Q3 2015, closing a stake of 23,906 shares — an estimated $388K sold.

Moody Lynn & Lieberson first reported a position in GBDC in Q2 2013 and held it in 9 quarters. The position peaked at $936K in Q3 2013. 119 funds tracked by Wall St. Rank hold GBDC as of Q3 2015.

Moody Lynn & Lieberson reported no remaining Golub Capital BDC position as of Q3 2015 after selling out during the quarter.
Moody Lynn & Lieberson sold 23,906 Golub Capital BDC shares in Q3 2015, an estimated $388K.
Moody Lynn & Lieberson first reported a position in Golub Capital BDC in Q2 2013 and held it in 9 quarters.
Moody Lynn & Lieberson's Golub Capital BDC position peaked at $936K in Q3 2013.
119 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2015, filed 28 Oct 2015.