Optimum Investment Advisors’s Golub Capital BDC GBDC Stock Holding History

Optimum Investment Advisors’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 Q1	$17K	Sell	1,001 -255	-20%	-$4.42K	0.01%	722
2014 Q4	$17K	Buy	1,256 +255	+25%	+$4.29K	0.01%	752
2014 Q3	$17K	Buy	1,001 +746	+293%	+$12.4K	0.01%	673
2014 Q2	$4K	Hold	255	–	–	﹤0.01%	850
2014 Q1	$4K	Hold	255	–	–	﹤0.01%	675
2013 Q4	$5K	Hold	255	–	–	﹤0.01%	665
2013 Q3	$4K	Buy	+255	New	+$4.4K	﹤0.01%	648

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CIM

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Optimum Investment Advisors's GBDC Position: Q1 2015 in Review

Optimum Investment Advisors reduced its Golub Capital BDC (GBDC) stake by 20% in Q1 2015, selling an estimated $4.42K and leaving 1,001 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #722.

Optimum Investment Advisors first reported a position in GBDC in Q3 2013 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold GBDC as of Q1 2015.

Optimum Investment Advisors held 1,001 shares of Golub Capital BDC worth $17K as of Q1 2015.
Optimum Investment Advisors sold 255 Golub Capital BDC shares in Q1 2015, an estimated $4.42K.
Golub Capital BDC made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #722 holding.
Optimum Investment Advisors first reported a position in Golub Capital BDC in Q3 2013 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.