Ratings by Wells Fargo (Finian O\'Shea)

Date CompanySymbol 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