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West Family Investments’s Golub Capital BDC GBDC Stock Holding History

West Family Investments’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
2021
Q1 		– Sell
-27,190
Closed -$384 – 88
2020
Q4 		$384 Hold
27,190
– – 0.12% 102
2020
Q3 		$360K Buy
+27,190
New +$340K 0.14% 74
2020
Q2 		– Sell
-48,000
Closed -$590K – 94
2020
Q1 		$590K Buy
+48,000
New +$786K 0.23% 60
2013
Q3 		– Sell
-33,219
Closed -$569K – 104
2013
Q2 		$569K Buy
+33,219
New +$563K 0.15% 74

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

West Family Investments's GBDC Position: Q1 2021 in Review

West Family Investments sold out of Golub Capital BDC (GBDC) in Q1 2021, closing a stake of 27,190 shares — an estimated $384 sold.

West Family Investments first reported a position in GBDC in Q2 2013 and held it in 4 quarters. The position peaked at $590K in Q1 2020. 202 funds tracked by Wall St. Rank hold GBDC as of Q1 2021.

  • West Family Investments reported no remaining Golub Capital BDC position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 27,190 Golub Capital BDC shares in Q1 2021, an estimated $384.
  • West Family Investments first reported a position in Golub Capital BDC in Q2 2013 and held it in 4 quarters.
  • West Family Investments's Golub Capital BDC position peaked at $590K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.