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Plante Moran Financial Advisors’s Golub Capital BDC GBDC Stock Holding History

Plante Moran Financial 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
2017
Q1 		– Sell
-164
Closed -$3K – 927
2016
Q4 		$3K Hold
164
– – ﹤0.01% 795
2016
Q3 		$3K Buy
164
+6
+4% +$110 ﹤0.01% 781
2016
Q2 		$3K Buy
158
+26
+20% +$441 ﹤0.01% 718
2016
Q1 		$2K Buy
+132
New +$2.12K ﹤0.01% 718

Other funds holding GBDC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Plante Moran Financial Advisors's GBDC Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Golub Capital BDC (GBDC) in Q1 2017, closing a stake of 164 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in GBDC in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 136 funds tracked by Wall St. Rank hold GBDC as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Golub Capital BDC position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 164 Golub Capital BDC shares in Q1 2017, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Golub Capital BDC in Q1 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Golub Capital BDC position peaked at $3K in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.