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Summit Global Investments’s Golub Capital BDC GBDC Stock Holding History

Summit Global Investments’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
2019
Q3 		– Sell
-38,594
Closed -$673K – 276
2019
Q2 		$673K Buy
38,594
+2,144
+6% +$37.6K 0.08% 233
2019
Q1 		$638K Buy
+36,450
New +$642K 0.08% 230

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Summit Global Investments's GBDC Position: Q3 2019 in Review

Summit Global Investments sold out of Golub Capital BDC (GBDC) in Q3 2019, closing a stake of 38,594 shares — an estimated $673K sold.

Summit Global Investments first reported a position in GBDC in Q1 2019 and held it in 2 quarters. The position peaked at $673K in Q2 2019. 167 funds tracked by Wall St. Rank hold GBDC as of Q3 2019.

  • Summit Global Investments reported no remaining Golub Capital BDC position as of Q3 2019 after selling out during the quarter.
  • Summit Global Investments sold 38,594 Golub Capital BDC shares in Q3 2019, an estimated $673K.
  • Summit Global Investments first reported a position in Golub Capital BDC in Q1 2019 and held it in 2 quarters.
  • Summit Global Investments's Golub Capital BDC position peaked at $673K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2019.

Based on Summit Global Investments's 13F filing for Q3 2019, filed 8 Nov 2019.