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SYM Financial Corp’s Goldman Sachs BDC GSBD Stock Holding History

SYM Financial 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
2018
Q2 		– Sell
-21,900
Closed -$419K – 68
2018
Q1 		$419K Sell
21,900
-100
-0.5% -$2.08K 0.26% 10
2017
Q4 		$488K Buy
+22,000
New +$488K 0.22% 17

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SYM Financial Corp's GSBD Position: Q2 2018 in Review

SYM Financial Corp sold out of Goldman Sachs BDC (GSBD) in Q2 2018, closing a stake of 21,900 shares — an estimated $419K sold.

SYM Financial Corp first reported a position in GSBD in Q4 2017 and held it in 2 quarters. The position peaked at $488K in Q4 2017. 85 funds tracked by Wall St. Rank hold GSBD as of Q2 2018.

  • SYM Financial Corp reported no remaining Goldman Sachs BDC position as of Q2 2018 after selling out during the quarter.
  • SYM Financial Corp sold 21,900 Goldman Sachs BDC shares in Q2 2018, an estimated $419K.
  • SYM Financial Corp first reported a position in Goldman Sachs BDC in Q4 2017 and held it in 2 quarters.
  • SYM Financial Corp's Goldman Sachs BDC position peaked at $488K in Q4 2017.
  • 85 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2018.

Based on SYM Financial Corp's 13F filing for Q2 2018, filed 13 Aug 2018.