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Strategic Wealth Partners Group’s Golub Capital BDC GBDC Stock Holding History

Strategic Wealth Partners Group’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
-11,041
Closed -$146K – 57
2020
Q3 		$146K Sell
11,041
-4,044
-27% -$50.5K 0.04% 57
2020
Q2 		$176K Sell
15,085
-9,947
-40% -$112K 0.04% 60
2020
Q1 		$308K Sell
25,032
-1,816,848
-99% -$29.8M 0.09% 45
2019
Q4 		$33.3M Buy
1,841,880
+45,409
+3% +$801K 7.89% 5
2019
Q3 		$33.1M Buy
+1,796,471
New +$32.3M 9.11% 4

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Strategic Wealth Partners Group's GBDC Position: Q4 2020 in Review

Strategic Wealth Partners Group sold out of Golub Capital BDC (GBDC) in Q4 2020, closing a stake of 11,041 shares — an estimated $146K sold.

Strategic Wealth Partners Group first reported a position in GBDC in Q3 2019 and held it in 5 quarters. The position peaked at $33.3M in Q4 2019. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2020.

  • Strategic Wealth Partners Group reported no remaining Golub Capital BDC position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 11,041 Golub Capital BDC shares in Q4 2020, an estimated $146K.
  • Strategic Wealth Partners Group first reported a position in Golub Capital BDC in Q3 2019 and held it in 5 quarters.
  • Strategic Wealth Partners Group's Golub Capital BDC position peaked at $33.3M in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2020.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2020, filed 11 Feb 2021.