Private Ocean’s Golub Capital BDC GBDC Stock Holding History

Private Ocean’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
2019 Q4	–	Sell	-490	Closed	-$10K	–	545
2019 Q3	$10K	Buy	+490	New	+$8.81K	﹤0.01%	404

Other funds holding GBDC

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Private Ocean's GBDC Position: Q4 2019 in Review

Private Ocean sold out of Golub Capital BDC (GBDC) in Q4 2019, closing a stake of 490 shares — an estimated $10K sold.

Private Ocean first reported a position in GBDC in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2019.

Private Ocean reported no remaining Golub Capital BDC position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 490 Golub Capital BDC shares in Q4 2019, an estimated $10K.
Private Ocean first reported a position in Golub Capital BDC in Q3 2019 and held it in 1 quarter.
Private Ocean's Golub Capital BDC position peaked at $10K in Q3 2019.
185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.