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

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

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return