Ratings by Wells Fargo (Finian O\'Shea)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 1/7/2026 | Golub Capital BDC | GBDC | Upgrade | Overweight (Equal Weight) |
13.73 (12.78) |
-6.92% | Details | |
| 5/16/2024 | Prospect Capital Corporation | PSEC | Maintain | Underweight (N/A) |
|
Details | ||
| 5/15/2024 | CION Investment Corp. | CION | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/11/2020 | TCG BDC, Inc. | CGBD | Downgrade | Underweight (Equal Weight) |
13.96 (10.86) |
-22.21% | Details | |
| 2/6/2020 | Apollo Investment | AINV | Downgrade | Equal Weight (Overweight) |
17.41 (13.65) |
-21.6% | Details | |
| 11/5/2019 | Owl Rock | ORCC | Downgrade | Underweight (Equal Weight) |
17.18 (15.91) |
-7.39% | Details | |
| 11/4/2019 | BlackRock Capital Investment Corporation | BKCC | Upgrade | Overweight (Equal Weight) |
4.63 (3.68) |
-20.52% | Details | |
| 11/4/2019 | Hercules Technology Growth Capital | HTGC | Upgrade | Overweight (Equal Weight) |
14.13 (15.88) |
12.38% | Details | |
| 8/7/2019 | Apollo Investment | AINV | Downgrade | Equal Weight (Overweight) |
16.08 (17.41) |
8.27% | Details | |
| 5/13/2019 | Goldman Sachs BDC, Inc. | GSBD | Downgrade | Equal Weight (Overweight) |
20.74 (9.71) |
-53.18% | Details | |
| 4/24/2019 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/24/2019 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 4/24/2019 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2019 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2019 | TCP Capital | TCPC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2019 | Solar Capital | SLRC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/14/2018 | FS Investment | FSIC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 11/5/2018 | Goldman Sachs BDC, Inc. | GSBD | Upgrade | Overweight (Equal Weight) |
21.09 (20.74) |
-1.66% | Details | |
| 10/4/2018 | TCP Capital | TCPC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2018 | New Mountain Finance | NMFC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2018 | Goldman Sachs BDC, Inc. | GSBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/4/2018 | TCG BDC, Inc. | CGBD | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/4/2018 | BlackRock Capital Investment Corporation | BKCC | Maintain | Equal Weight (N/A) |
|
Details | ||
| 10/4/2018 | Apollo Investment | AINV | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2018 | Solar Capital | SLRC | Downgrade | Equal Weight (Overweight) |
21.51 (12.47) |
-42.03% | Details | |
| 10/4/2018 | FS Investment | FSIC | Downgrade | Equal Weight (Overweight) |
7.06 (5.36) |
-24.08% | Details | |
| 10/4/2018 | Corporate Capital Trust | CCT | Downgrade | Equal Weight (Overweight) |
15.28 (12.35) |
-19.18% | Details |

