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Sigma Planning Corp’s Goldman Sachs BDC GSBD Stock Holding History

Sigma Planning Corp’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
2017
Q3 		– Sell
-9,431
Closed -$212K – 859
2017
Q2 		$212K Sell
9,431
-845
-8% -$19.9K 0.02% 682
2017
Q1 		$253K Buy
+10,276
New +$250K 0.02% 623

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sigma Planning Corp's GSBD Position: Q3 2017 in Review

Sigma Planning Corp sold out of Goldman Sachs BDC (GSBD) in Q3 2017, closing a stake of 9,431 shares — an estimated $212K sold.

Sigma Planning Corp first reported a position in GSBD in Q1 2017 and held it in 2 quarters. The position peaked at $253K in Q1 2017. 69 funds tracked by Wall St. Rank hold GSBD as of Q3 2017.

  • Sigma Planning Corp reported no remaining Goldman Sachs BDC position as of Q3 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 9,431 Goldman Sachs BDC shares in Q3 2017, an estimated $212K.
  • Sigma Planning Corp first reported a position in Goldman Sachs BDC in Q1 2017 and held it in 2 quarters.
  • Sigma Planning Corp's Goldman Sachs BDC position peaked at $253K in Q1 2017.
  • 69 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2017.

Based on Sigma Planning Corp's 13F filing for Q3 2017, filed 6 Nov 2017.