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Powell Investment Advisors’s Blue Owl Capital OBDC Stock Holding History

Powell Investment Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,215
Closed -$152K – 116
2020
Q3 		$152K Buy
+12,215
New +$150K 0.13% 93

Other funds holding OBDC

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

Powell Investment Advisors's OBDC Position: Q4 2020 in Review

Powell Investment Advisors sold out of Blue Owl Capital (OBDC) in Q4 2020, closing a stake of 12,215 shares — an estimated $152K sold.

Powell Investment Advisors first reported a position in OBDC in Q3 2020 and held it in 1 quarter. The position peaked at $152K in Q3 2020. 191 funds tracked by Wall St. Rank hold OBDC as of Q4 2020.

  • Powell Investment Advisors reported no remaining Blue Owl Capital position as of Q4 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 12,215 Blue Owl Capital shares in Q4 2020, an estimated $152K.
  • Powell Investment Advisors first reported a position in Blue Owl Capital in Q3 2020 and held it in 1 quarter.
  • Powell Investment Advisors's Blue Owl Capital position peaked at $152K in Q3 2020.
  • 191 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2020.

Based on Powell Investment Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.