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Advocacy Wealth Management Services’s Gladstone Investment Corp GAIN Stock Holding History

Advocacy Wealth Management Services’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-200
Closed -$1K – 375
2016
Q2 		$1K Sell
200
-2,500
-93% -$17.4K ﹤0.01% 384
2016
Q1 		$19K Sell
2,700
-1,000
-27% -$7.07K 0.01% 299
2015
Q4 		$28K Buy
+3,700
New +$28K 0.03% 228

Other funds holding GAIN

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
OA
Outfitter Advisors Mclean, Virginia $221M AUM 13.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return

Advocacy Wealth Management Services's GAIN Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Gladstone Investment Corp (GAIN) in Q3 2016, closing a stake of 200 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in GAIN in Q4 2015 and held it in 3 quarters. The position peaked at $28K in Q4 2015. 70 funds tracked by Wall St. Rank hold GAIN as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Gladstone Investment Corp position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 Gladstone Investment Corp shares in Q3 2016, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in Gladstone Investment Corp in Q4 2015 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Gladstone Investment Corp position peaked at $28K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.