Accurate Investment Solutions’s Gladstone Capital GLAD Stock Holding History

Accurate Investment Solutions’s Portfolio GLAD Stock Details GLAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-34	Closed	–	–	158
2020 Q1	$0	Buy	34 +1	+3%	+$18	﹤0.01%	455
2019 Q4	$1K	Hold	33	–	–	﹤0.01%	410
2019 Q3	$1K	Buy	33 +1	+3%	+$19	﹤0.01%	348
2019 Q2	$1K	Buy	32 +1	+3%	+$19	﹤0.01%	370
2019 Q1	$1K	Buy	31 +1	+3%	+$18	﹤0.01%	340
2018 Q4	$0	Hold	30	–	–	﹤0.01%	359
2018 Q3	$1K	Buy	30 +1	+3%	+$19	﹤0.01%	351
2018 Q2	$1K	Buy	29 +1	+4%	+$18	﹤0.01%	463
2018 Q1	$0	Hold	28	–	–	﹤0.01%	502
2017 Q4	$1K	Buy	28 +1	+4%	+$19	﹤0.01%	441
2017 Q3	$1K	Hold	27	–	–	﹤0.01%	452
2017 Q2	$1K	Buy	27 +1	+4%	+$20	﹤0.01%	334
2017 Q1	$0	Buy	26 +1	+4%	+$19	﹤0.01%	318
2016 Q4	$0	Buy	+25	New	+$418	﹤0.01%	319

Other funds holding GLAD

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $120M AUM

Accurate Investment Solutions's GLAD Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Gladstone Capital (GLAD) in Q2 2020, closing a stake of 34 shares.

Accurate Investment Solutions first reported a position in GLAD in Q4 2016 and held it in 14 quarters. The position peaked at $1K in Q4 2019. 60 funds tracked by Wall St. Rank hold GLAD as of Q2 2020.

Accurate Investment Solutions reported no remaining Gladstone Capital position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 34 Gladstone Capital shares in Q2 2020.
Accurate Investment Solutions first reported a position in Gladstone Capital in Q4 2016 and held it in 14 quarters.
Accurate Investment Solutions's Gladstone Capital position peaked at $1K in Q4 2019.
60 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.