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Wintrust Investments’s Golub Capital BDC GBDC Stock Holding History

Wintrust 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
Q3 		– Sell
-3,053
Closed -$1.16M – 327
2021
Q2 		$1.16M Buy
+3,053
New +$47.4K 0.12% 146

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wintrust Investments's GBDC Position: Q3 2021 in Review

Wintrust Investments sold out of Golub Capital BDC (GBDC) in Q3 2021, closing a stake of 3,053 shares — an estimated $1.16M sold.

Wintrust Investments first reported a position in GBDC in Q2 2021 and held it in 1 quarter. The position peaked at $1.16M in Q2 2021. 204 funds tracked by Wall St. Rank hold GBDC as of Q3 2021.

  • Wintrust Investments reported no remaining Golub Capital BDC position as of Q3 2021 after selling out during the quarter.
  • Wintrust Investments sold 3,053 Golub Capital BDC shares in Q3 2021, an estimated $1.16M.
  • Wintrust Investments first reported a position in Golub Capital BDC in Q2 2021 and held it in 1 quarter.
  • Wintrust Investments's Golub Capital BDC position peaked at $1.16M in Q2 2021.
  • 204 funds tracked by Wall St. Rank held Golub Capital BDC as of Q3 2021.

Based on Wintrust Investments's 13F filing for Q3 2021, filed 12 Nov 2021.