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WealthPLAN Partners’s Goldman Sachs BDC GSBD Stock Holding History

WealthPLAN Partners’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
2015
Q4 		$19K Buy
+1,000
New +$19.8K ﹤0.01% 943

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

WealthPLAN Partners's GSBD Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Goldman Sachs BDC (GSBD) in Q4 2015: 1,000 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

47 funds tracked by Wall St. Rank hold GSBD as of Q4 2015.

  • WealthPLAN Partners held 1,000 shares of Goldman Sachs BDC worth $19K as of Q4 2015.
  • Goldman Sachs BDC was a new WealthPLAN Partners position in Q4 2015.
  • Goldman Sachs BDC made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #943 holding.
  • 47 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.