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RBA Wealth Management’s Golub Capital BDC GBDC Stock Holding History

RBA Wealth Management’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
2021
Q2 		– Sell
-322
Closed -$4.7K – 128
2021
Q1 		$4.7K Buy
+322
New +$4.73K ﹤0.01% 168

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

RBA Wealth Management's GBDC Position: Q2 2021 in Review

RBA Wealth Management sold out of Golub Capital BDC (GBDC) in Q2 2021, closing a stake of 322 shares — an estimated $4.7K sold.

RBA Wealth Management first reported a position in GBDC in Q1 2021 and held it in 1 quarter. The position peaked at $4.7K in Q1 2021. 199 funds tracked by Wall St. Rank hold GBDC as of Q2 2021.

  • RBA Wealth Management reported no remaining Golub Capital BDC position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 322 Golub Capital BDC shares in Q2 2021, an estimated $4.7K.
  • RBA Wealth Management first reported a position in Golub Capital BDC in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Golub Capital BDC position peaked at $4.7K in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.