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WESPAC Advisors’s Golub Capital BDC GBDC Stock Holding History

WESPAC Advisors’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
Q1 		– Sell
-42,788
Closed -$773K – 68
2019
Q4 		$773K Buy
42,788
+623
+1% +$11K 0.76% 51
2019
Q3 		$778K Sell
42,165
-25,547
-38% -$459K 0.78% 51
2019
Q2 		$1.18M Buy
67,712
+5,130
+8% +$90K 0.88% 44
2019
Q1 		$1.1M Buy
62,582
+1,899
+3% +$33.4K 0.76% 46
2018
Q4 		$980K Buy
+60,683
New +$1.08M 0.95% 38

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

WESPAC Advisors's GBDC Position: Q1 2020 in Review

WESPAC Advisors sold out of Golub Capital BDC (GBDC) in Q1 2020, closing a stake of 42,788 shares — an estimated $773K sold.

WESPAC Advisors first reported a position in GBDC in Q4 2018 and held it in 5 quarters. The position peaked at $1.18M in Q2 2019. 193 funds tracked by Wall St. Rank hold GBDC as of Q1 2020.

  • WESPAC Advisors reported no remaining Golub Capital BDC position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors sold 42,788 Golub Capital BDC shares in Q1 2020, an estimated $773K.
  • WESPAC Advisors first reported a position in Golub Capital BDC in Q4 2018 and held it in 5 quarters.
  • WESPAC Advisors's Golub Capital BDC position peaked at $1.18M in Q2 2019.
  • 193 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2020.

Based on WESPAC Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.