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WFG Advisors’s Goldman Sachs BDC GSBD Stock Holding History

WFG Advisors’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
Q2 		$28K Buy
1,232
+282
+30% +$6.63K 0.01% 863
2017
Q1 		$23K Sell
950
-2,797
-75% -$68K 0.01% 850
2016
Q4 		$88K Buy
3,747
+397
+12% +$8.89K 0.02% 562
2016
Q3 		$73K Hold
3,350
– – 0.02% 613
2016
Q2 		$67K Buy
+3,350
New +$66.1K 0.02% 613

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $164B AUM 112.45% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WFG Advisors's GSBD Position: Q2 2017 in Review

WFG Advisors increased its Goldman Sachs BDC (GSBD) stake by 30% in Q2 2017, buying an estimated $6.63K and bringing the position to 1,232 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #863.

WFG Advisors first reported a position in GSBD in Q2 2016 and has held it in 5 quarters since. The position peaked at $88K in Q4 2016. 69 funds tracked by Wall St. Rank hold GSBD as of Q2 2017.

  • WFG Advisors held 1,232 shares of Goldman Sachs BDC worth $28K as of Q2 2017.
  • WFG Advisors bought 282 Goldman Sachs BDC shares in Q2 2017, an estimated $6.63K.
  • Goldman Sachs BDC made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #863 holding.
  • WFG Advisors first reported a position in Goldman Sachs BDC in Q2 2016 and has held it in 5 quarters since.
  • WFG Advisors's Goldman Sachs BDC position peaked at $88K in Q4 2016.
  • 69 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2017.

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