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Advisornet Financial’s Gladstone Capital GLAD Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-250
Closed -$4.49K – 1835
2019
Q4 		$5K Hold
250
– – ﹤0.01% 1534
2019
Q3 		$5K Hold
250
– – ﹤0.01% 1551
2019
Q2 		$5K Hold
250
– – ﹤0.01% 1385
2019
Q1 		$5K Buy
+250
New +$4.4K ﹤0.01% 1318

Other funds holding GLAD

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisornet Financial's GLAD Position: Q1 2020 in Review

Advisornet Financial sold out of Gladstone Capital (GLAD) in Q1 2020, closing a stake of 250 shares — an estimated $4.49K sold.

Advisornet Financial first reported a position in GLAD in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 63 funds tracked by Wall St. Rank hold GLAD as of Q1 2020.

  • Advisornet Financial reported no remaining Gladstone Capital position as of Q1 2020 after selling out during the quarter.
  • Advisornet Financial sold 250 Gladstone Capital shares in Q1 2020, an estimated $4.49K.
  • Advisornet Financial first reported a position in Gladstone Capital in Q1 2019 and held it in 4 quarters.
  • Advisornet Financial's Gladstone Capital position peaked at $5K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.