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MRA Associates USA’s Golub Capital BDC GBDC Stock Holding History

MRA Associates USA’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
2019
Q3 		$3.21M Hold
174,125
– – 12.63% 1
2019
Q2 		$3.04M Sell
174,125
-2,014,725
-92% -$35.3M 11.98% 1
2019
Q1 		$38.3M Sell
2,188,850
-314,358
-13% -$5.54M 68.2% 1
2018
Q4 		$40.4M Buy
+2,503,208
New +$44.5M 61.35% 1

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

MRA Associates USA's GBDC Position: Q3 2019 in Review

MRA Associates USA held its Golub Capital BDC (GBDC) position steady in Q3 2019 at 174,125 shares worth $3.21M. The position accounts for 12.63% of the portfolio, ranked #1.

MRA Associates USA first reported a position in GBDC in Q4 2018 and has held it in 4 quarters since. The position peaked at $40.4M in Q4 2018. 167 funds tracked by Wall St. Rank hold GBDC as of Q3 2019.

  • MRA Associates USA held 174,125 shares of Golub Capital BDC worth $3.21M as of Q3 2019.
  • MRA Associates USA left its Golub Capital BDC share count unchanged in Q3 2019.
  • Golub Capital BDC made up 12.63% of MRA Associates USA's portfolio in Q3 2019, its #1 holding.
  • MRA Associates USA first reported a position in Golub Capital BDC in Q4 2018 and has held it in 4 quarters since.
  • MRA Associates USA's Golub Capital BDC position peaked at $40.4M in Q4 2018.
  • 167 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.