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Prism Advisors’s Golub Capital BDC GBDC Stock Holding History

Prism 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
2020
Q2 		– Sell
-179,489
Closed -$2.21M – 54
2020
Q1 		$2.21M Buy
179,489
+109,179
+155% +$1.79M 1.42% 23
2019
Q4 		$1.27M Sell
70,310
-2,772
-4% -$48.9K 0.64% 37
2019
Q3 		$1.35M Buy
73,082
+2,705
+4% +$48.6K 0.76% 33
2019
Q2 		$1.23M Buy
70,377
+2,758
+4% +$48.4K 0.7% 34
2019
Q1 		$1.18M Sell
67,619
-2,415
-3% -$42.5K 0.68% 32
2018
Q4 		$1.13M Sell
70,034
-1,203
-2% -$21.4K 0.72% 32
2018
Q3 		$1.26M Sell
71,237
-1,530
-2% -$28.2K 0.73% 29
2018
Q2 		$1.33M Sell
72,767
-123
-0.2% -$2.2K 0.71% 31
2018
Q1 		$1.31M Buy
72,890
+1,716
+2% +$30.4K 0.74% 30
2017
Q4 		$1.27M Buy
+71,174
New +$1.32M 0.7% 29

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Prism Advisors's GBDC Position: Q2 2020 in Review

Prism Advisors sold out of Golub Capital BDC (GBDC) in Q2 2020, closing a stake of 179,489 shares — an estimated $2.21M sold.

Prism Advisors first reported a position in GBDC in Q4 2017 and held it in 10 quarters. The position peaked at $2.21M in Q1 2020. 183 funds tracked by Wall St. Rank hold GBDC as of Q2 2020.

  • Prism Advisors reported no remaining Golub Capital BDC position as of Q2 2020 after selling out during the quarter.
  • Prism Advisors sold 179,489 Golub Capital BDC shares in Q2 2020, an estimated $2.21M.
  • Prism Advisors first reported a position in Golub Capital BDC in Q4 2017 and held it in 10 quarters.
  • Prism Advisors's Golub Capital BDC position peaked at $2.21M in Q1 2020.
  • 183 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2020.

Based on Prism Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.