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Advocacy Wealth Management Services’s Gladstone Capital GLAD Stock Holding History

Advocacy Wealth Management Services’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
Q4 		– Sell
-750
Closed -$14K – 229
2017
Q3 		$14K Hold
750
– – 0.01% 159
2017
Q2 		$15K Hold
750
– – 0.01% 158
2017
Q1 		$14K Hold
750
– – ﹤0.01% 176
2016
Q4 		$14K Buy
750
+50
+7% +$837 ﹤0.01% 168
2016
Q3 		$11K Hold
700
– – ﹤0.01% 258
2016
Q2 		$10K Sell
700
-675
-49% -$9.82K 0.01% 294
2016
Q1 		$20K Sell
1,375
-975
-41% -$12.8K 0.01% 294
2015
Q4 		$34K Buy
+2,350
New +$39.4K 0.04% 200
2013
Q3 		– Sell
-3,325
Closed -$54K – 294
2013
Q2 		$54K Buy
+3,325
New +$58.2K 0.22% 85

Other funds holding GLAD

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
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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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

Advocacy Wealth Management Services's GLAD Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Gladstone Capital (GLAD) in Q4 2017, closing a stake of 750 shares — an estimated $14K sold.

Advocacy Wealth Management Services first reported a position in GLAD in Q2 2013 and held it in 9 quarters. The position peaked at $54K in Q2 2013. 66 funds tracked by Wall St. Rank hold GLAD as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Gladstone Capital position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 750 Gladstone Capital shares in Q4 2017, an estimated $14K.
  • Advocacy Wealth Management Services first reported a position in Gladstone Capital in Q2 2013 and held it in 9 quarters.
  • Advocacy Wealth Management Services's Gladstone Capital position peaked at $54K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.