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Sigma Planning Corp’s Golub Capital BDC GBDC Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-10,204
Closed -$135K – 1225
2020
Q3 		$135K Sell
10,204
-1,052
-9% -$13.1K 0.01% 998
2020
Q2 		$131K Sell
11,256
-209
-2% -$2.35K 0.01% 981
2020
Q1 		$141K Sell
11,465
-1,895
-14% -$31K 0.01% 824
2019
Q4 		$242K Buy
13,360
+1,999
+18% +$35.3K 0.01% 890
2019
Q3 		$210K Sell
11,361
-612
-5% -$11K 0.01% 903
2019
Q2 		$209K Buy
11,973
+1,333
+13% +$23.4K 0.01% 900
2019
Q1 		$186K Sell
10,640
-1,970
-16% -$34.7K 0.01% 865
2018
Q4 		$204K Sell
12,610
-3,884
-24% -$69.1K 0.01% 759
2018
Q3 		$303K Buy
16,494
+5,439
+49% +$100K 0.02% 679
2018
Q2 		$198K Sell
11,055
-259
-2% -$4.63K 0.01% 828
2018
Q1 		$198K Sell
11,314
-11,916
-51% -$211K 0.01% 784
2017
Q4 		$414K Sell
23,230
-2,054
-8% -$38K 0.03% 495
2017
Q3 		$466K Buy
25,284
+6,637
+36% +$124K 0.04% 454
2017
Q2 		$349K Buy
18,647
+1,841
+11% +$35.9K 0.03% 513
2017
Q1 		$327K Buy
+16,806
New +$312K 0.03% 545

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Sigma Planning Corp's GBDC Position: Q4 2020 in Review

Sigma Planning Corp sold out of Golub Capital BDC (GBDC) in Q4 2020, closing a stake of 10,204 shares — an estimated $135K sold.

Sigma Planning Corp first reported a position in GBDC in Q1 2017 and held it in 15 quarters. The position peaked at $466K in Q3 2017. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2020.

  • Sigma Planning Corp reported no remaining Golub Capital BDC position as of Q4 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 10,204 Golub Capital BDC shares in Q4 2020, an estimated $135K.
  • Sigma Planning Corp first reported a position in Golub Capital BDC in Q1 2017 and held it in 15 quarters.
  • Sigma Planning Corp's Golub Capital BDC position peaked at $466K in Q3 2017.
  • 185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.