WFG Advisors’s Golub Capital BDC GBDC Stock Holding History

WFG 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
2017 Q2	$23K	Buy	1,234 +162	+15%	+$3.16K	0.01%	909
2017 Q1	$21K	Sell	1,072 -174	-14%	-$3.23K	0.01%	868
2016 Q4	$22K	Buy	1,246 +232	+23%	+$4.16K	0.01%	906
2016 Q3	$18K	Hold	1,014	–	–	﹤0.01%	967
2016 Q2	$18K	Hold	1,014	–	–	﹤0.01%	939
2016 Q1	$17K	Sell	1,014 -336	-25%	-$5.38K	﹤0.01%	921
2015 Q4	$22K	Buy	1,350 +6	+0.4%	+$99	0.01%	870
2015 Q3	$21K	Buy	1,344 +6	+0.4%	+$97	0.01%	869
2015 Q2	$22K	Buy	1,338 +1,020	+321%	+$17.3K	0.01%	945
2015 Q1	$5K	Buy	318 +7	+2%	+$121	﹤0.01%	1361
2014 Q4	$5K	Buy	+311	New	+$5.24K	﹤0.01%	1632

Other funds holding GBDC

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's GBDC Position: Q2 2017 in Review

WFG Advisors increased its Golub Capital BDC (GBDC) stake by 15% in Q2 2017, buying an estimated $3.16K and bringing the position to 1,234 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #909.

WFG Advisors first reported a position in GBDC in Q4 2014 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold GBDC as of Q2 2017.

WFG Advisors held 1,234 shares of Golub Capital BDC worth $23K as of Q2 2017.
WFG Advisors bought 162 Golub Capital BDC shares in Q2 2017, an estimated $3.16K.
Golub Capital BDC made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #909 holding.
WFG Advisors first reported a position in Golub Capital BDC in Q4 2014 and has held it in 11 quarters since.
139 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.