VBCG
GSBD icon

Valley Brook Capital Group’s Goldman Sachs BDC GSBD Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-400
Closed -$7K – 233
2021
Q1 		$7K Buy
+400
New +$7.49K 0.01% 383

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Valley Brook Capital Group's GSBD Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Goldman Sachs BDC (GSBD) in Q2 2021, closing a stake of 400 shares — an estimated $7K sold.

Valley Brook Capital Group first reported a position in GSBD in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 155 funds tracked by Wall St. Rank hold GSBD as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Goldman Sachs BDC position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 400 Goldman Sachs BDC shares in Q2 2021, an estimated $7K.
  • Valley Brook Capital Group first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's Goldman Sachs BDC position peaked at $7K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.