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Shelton Capital Management’s Goldman Sachs BDC GSBD Stock Holding History

Shelton Capital Management’s Portfolio GSBD Stock Details GSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-240
Closed -$11.7K – 860
2019
Q1 		$11.7K Sell
240
-23,440
-99% -$479K 0.05% 347
2018
Q4 		$435K Hold
23,680
– – 0.03% 341
2018
Q3 		$525K Hold
23,680
– – 0.03% 349
2018
Q2 		$485K Sell
23,680
-32,120
-58% -$645K 0.03% 360
2018
Q1 		$1.07M Hold
55,800
– – 0.07% 224
2017
Q4 		$1.24M Buy
55,800
+33,800
+154% +$750K 0.08% 207
2017
Q3 		$502K Buy
+22,000
New +$490K 0.03% 362

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Shelton Capital Management's GSBD Position: Q2 2019 in Review

Shelton Capital Management sold out of Goldman Sachs BDC (GSBD) in Q2 2019, closing a stake of 240 shares — an estimated $11.7K sold.

Shelton Capital Management first reported a position in GSBD in Q3 2017 and held it in 7 quarters. The position peaked at $1.24M in Q4 2017. 76 funds tracked by Wall St. Rank hold GSBD as of Q2 2019.

  • Shelton Capital Management reported no remaining Goldman Sachs BDC position as of Q2 2019 after selling out during the quarter.
  • Shelton Capital Management sold 240 Goldman Sachs BDC shares in Q2 2019, an estimated $11.7K.
  • Shelton Capital Management first reported a position in Goldman Sachs BDC in Q3 2017 and held it in 7 quarters.
  • Shelton Capital Management's Goldman Sachs BDC position peaked at $1.24M in Q4 2017.
  • 76 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2019.

Based on Shelton Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.