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Wellington Shields & Co’s Golub Capital BDC GBDC Stock Holding History

Wellington Shields & Co’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
Q4 		– Sell
-15,417
Closed -$284K – 193
2019
Q3 		$284K Buy
+15,417
New +$277K 0.44% 75

Other funds holding GBDC

SO
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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wellington Shields & Co's GBDC Position: Q4 2019 in Review

Wellington Shields & Co sold out of Golub Capital BDC (GBDC) in Q4 2019, closing a stake of 15,417 shares — an estimated $284K sold.

Wellington Shields & Co first reported a position in GBDC in Q3 2019 and held it in 1 quarter. The position peaked at $284K in Q3 2019. 185 funds tracked by Wall St. Rank hold GBDC as of Q4 2019.

  • Wellington Shields & Co reported no remaining Golub Capital BDC position as of Q4 2019 after selling out during the quarter.
  • Wellington Shields & Co sold 15,417 Golub Capital BDC shares in Q4 2019, an estimated $284K.
  • Wellington Shields & Co first reported a position in Golub Capital BDC in Q3 2019 and held it in 1 quarter.
  • Wellington Shields & Co's Golub Capital BDC position peaked at $284K in Q3 2019.
  • 185 funds tracked by Wall St. Rank held Golub Capital BDC as of Q4 2019.

Based on Wellington Shields & Co's 13F filing for Q4 2019, filed 11 Feb 2020.