AIM
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Acrospire Investment Management’s Gladstone Capital GLAD Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-345
Closed -$7K – 580
2017
Q2 		$7K Buy
+345
New +$6.75K 0.01% 1884
2017
Q1 		– Sell
-7,860
Closed -$148K – 2309
2016
Q4 		$148K Buy
7,860
+6,202
+374% +$104K 0.06% 614
2016
Q3 		$27K Sell
1,658
-5,292
-76% -$86.4K 0.02% 1384
2016
Q2 		$101K Buy
6,950
+3,080
+80% +$44.8K 0.08% 440
2016
Q1 		$58K Buy
+3,870
New +$50.9K 0.04% 794

Other funds holding GLAD

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Acrospire Investment Management's GLAD Position: Q3 2017 in Review

Acrospire Investment Management sold out of Gladstone Capital (GLAD) in Q3 2017, closing a stake of 345 shares — an estimated $7K sold.

Acrospire Investment Management first reported a position in GLAD in Q1 2016 and held it in 5 quarters. The position peaked at $148K in Q4 2016. 64 funds tracked by Wall St. Rank hold GLAD as of Q3 2017.

  • Acrospire Investment Management reported no remaining Gladstone Capital position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 345 Gladstone Capital shares in Q3 2017, an estimated $7K.
  • Acrospire Investment Management first reported a position in Gladstone Capital in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Gladstone Capital position peaked at $148K in Q4 2016.
  • 64 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.