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West Family Investments’s Goldman Sachs BDC GSBD Stock Holding History

West Family Investments’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
2017
Q3 		– Sell
-115,000
Closed -$2.3M – 97
2017
Q2 		$2.3M Buy
+115,000
New +$2.71M 0.5% 41
2017
Q1 		– Sell
-63,881
Closed -$1.5M – 101
2016
Q4 		$1.5M Sell
63,881
-104,398
-62% -$2.34M 0.26% 56
2016
Q3 		$3.66M Sell
168,279
-76,623
-31% -$1.6M 0.68% 33
2016
Q2 		$4.9M Hold
244,902
– – 0.89% 26
2016
Q1 		$4.8M Buy
244,902
+16,200
+7% +$305K 0.79% 26
2015
Q4 		$4.34M Hold
228,702
– – 1.11% 22
2015
Q3 		$4.21M Buy
+228,702
New +$5.23M 0.87% 24
2015
Q2 		– Sell
-250,000
Closed -$5.17M – 114
2015
Q1 		$5.17M Buy
+250,000
New +$5.19M 1.06% 22

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

West Family Investments's GSBD Position: Q3 2017 in Review

West Family Investments sold out of Goldman Sachs BDC (GSBD) in Q3 2017, closing a stake of 115,000 shares — an estimated $2.3M sold.

West Family Investments first reported a position in GSBD in Q1 2015 and held it in 8 quarters. The position peaked at $5.17M in Q1 2015. 69 funds tracked by Wall St. Rank hold GSBD as of Q3 2017.

  • West Family Investments reported no remaining Goldman Sachs BDC position as of Q3 2017 after selling out during the quarter.
  • West Family Investments sold 115,000 Goldman Sachs BDC shares in Q3 2017, an estimated $2.3M.
  • West Family Investments first reported a position in Goldman Sachs BDC in Q1 2015 and held it in 8 quarters.
  • West Family Investments's Goldman Sachs BDC position peaked at $5.17M in Q1 2015.
  • 69 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2017.

Based on West Family Investments's 13F filing for Q3 2017, filed 13 Nov 2017.