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Stifel Nicolaus & Co’s Golub Capital BDC GBDC Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.2M Sell
129,539
-4,277
-3% -$73.8K 0.04% 434
2013
Q2 		$2.29M Buy
+133,816
New +$2.27M 0.04% 392

Other funds holding GBDC

ALA
Atherton Lane Advisers Menlo Park, California $1.72B AUM 0.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Stifel Nicolaus & Co's GBDC Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Golub Capital BDC (GBDC) stake by 3.2% in Q3 2013, selling an estimated $73.8K and leaving 129,539 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #434.

Stifel Nicolaus & Co first reported a position in GBDC in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.29M in Q2 2013. 110 funds tracked by Wall St. Rank hold GBDC as of Q3 2013.

  • Stifel Nicolaus & Co held 129,539 shares of Golub Capital BDC worth $2.2M as of Q3 2013.
  • Stifel Nicolaus & Co sold 4,277 Golub Capital BDC shares in Q3 2013, an estimated $73.8K.
  • Golub Capital BDC made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #434 holding.
  • Stifel Nicolaus & Co first reported a position in Golub Capital BDC in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Golub Capital BDC position peaked at $2.29M in Q2 2013.
  • 110 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.