CIBC Private Wealth Group
GLAD icon

CIBC Private Wealth Group’s Gladstone Capital GLAD Stock Holding History

CIBC Private Wealth Group’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
Q1 		– Sell
-16,050
Closed -$301K – 581
2016
Q4 		$301K Sell
16,050
-200
-1% -$3.35K ﹤0.01% 556
2016
Q3 		$264K Hold
16,250
– – ﹤0.01% 564
2016
Q2 		$235K Hold
16,250
– – ﹤0.01% 576
2016
Q1 		$242K Hold
16,250
– – ﹤0.01% 569
2015
Q4 		$238K Buy
+16,250
New +$273K ﹤0.01% 575

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIBC Private Wealth Group's GLAD Position: Q1 2017 in Review

CIBC Private Wealth Group sold out of Gladstone Capital (GLAD) in Q1 2017, closing a stake of 16,050 shares — an estimated $301K sold.

CIBC Private Wealth Group first reported a position in GLAD in Q4 2015 and held it in 5 quarters. The position peaked at $301K in Q4 2016. 63 funds tracked by Wall St. Rank hold GLAD as of Q1 2017.

  • CIBC Private Wealth Group reported no remaining Gladstone Capital position as of Q1 2017 after selling out during the quarter.
  • CIBC Private Wealth Group sold 16,050 Gladstone Capital shares in Q1 2017, an estimated $301K.
  • CIBC Private Wealth Group first reported a position in Gladstone Capital in Q4 2015 and held it in 5 quarters.
  • CIBC Private Wealth Group's Gladstone Capital position peaked at $301K in Q4 2016.
  • 63 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2017.

Based on CIBC Private Wealth Group's 13F filing for Q1 2017, filed 10 May 2017.