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NWQ Investment Management Company’s Golub Capital BDC GBDC Stock Holding History

NWQ Investment Management Company’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
2014
Q1 		– Sell
-87,458
Closed -$1.64M – 167
2013
Q4 		$1.64M Sell
87,458
-47,374
-35% -$825K 0.01% 147
2013
Q3 		$2.29M Buy
+134,832
New +$2.33M 0.02% 132

Other funds holding GBDC

ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Goldman Sachs
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

NWQ Investment Management Company's GBDC Position: Q1 2014 in Review

NWQ Investment Management Company sold out of Golub Capital BDC (GBDC) in Q1 2014, closing a stake of 87,458 shares — an estimated $1.64M sold.

NWQ Investment Management Company first reported a position in GBDC in Q3 2013 and held it in 2 quarters. The position peaked at $2.29M in Q3 2013. 115 funds tracked by Wall St. Rank hold GBDC as of Q1 2014.

  • NWQ Investment Management Company reported no remaining Golub Capital BDC position as of Q1 2014 after selling out during the quarter.
  • NWQ Investment Management Company sold 87,458 Golub Capital BDC shares in Q1 2014, an estimated $1.64M.
  • NWQ Investment Management Company first reported a position in Golub Capital BDC in Q3 2013 and held it in 2 quarters.
  • NWQ Investment Management Company's Golub Capital BDC position peaked at $2.29M in Q3 2013.
  • 115 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2014.

Based on NWQ Investment Management Company's 13F filing for Q1 2014, filed 14 May 2014.