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WealthSource Partners’s Golub Capital BDC GBDC Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-10,743
Closed -$132K – 366
2020
Q1 		$132K Sell
10,743
-1,762
-14% -$28.9K 0.02% 319
2019
Q4 		$226K Sell
12,505
-280
-2% -$4.94K 0.03% 373
2019
Q3 		$236K Sell
12,785
-510
-4% -$9.17K 0.04% 370
2019
Q2 		$232K Buy
+13,295
New +$233K 0.04% 389

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
RFA
Radnor Financial Advisors Wayne, Pennsylvania $284M AUM 23.21% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

WealthSource Partners's GBDC Position: Q2 2020 in Review

WealthSource Partners sold out of Golub Capital BDC (GBDC) in Q2 2020, closing a stake of 10,743 shares — an estimated $132K sold.

WealthSource Partners first reported a position in GBDC in Q2 2019 and held it in 4 quarters. The position peaked at $236K in Q3 2019. 183 funds tracked by Wall St. Rank hold GBDC as of Q2 2020.

  • WealthSource Partners reported no remaining Golub Capital BDC position as of Q2 2020 after selling out during the quarter.
  • WealthSource Partners sold 10,743 Golub Capital BDC shares in Q2 2020, an estimated $132K.
  • WealthSource Partners first reported a position in Golub Capital BDC in Q2 2019 and held it in 4 quarters.
  • WealthSource Partners's Golub Capital BDC position peaked at $236K in Q3 2019.
  • 183 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2020.

Based on WealthSource Partners's 13F filing for Q2 2020, filed 17 Aug 2020.