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Wilbanks Smith & Thomas Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-4,300
Closed -$95K – 735
2018
Q3 		$95K Buy
+4,300
New +$94.2K 0.01% 551

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's GSBD Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Goldman Sachs BDC (GSBD) in Q4 2018, closing a stake of 4,300 shares — an estimated $95K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in GSBD in Q3 2018 and held it in 1 quarter. The position peaked at $95K in Q3 2018. 82 funds tracked by Wall St. Rank hold GSBD as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Goldman Sachs BDC position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 4,300 Goldman Sachs BDC shares in Q4 2018, an estimated $95K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Goldman Sachs BDC in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Goldman Sachs BDC position peaked at $95K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.