Claro Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Claro Advisors’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
2019 Q1	–	Sell	-149	Closed	-$2K	–	458
2018 Q4	$2K	Buy	+149	New	+$1.5K	﹤0.01%	918

Other funds holding GAIN

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $120M AUM

Claro Advisors's GAIN Position: Q1 2019 in Review

Claro Advisors sold out of Gladstone Investment Corp (GAIN) in Q1 2019, closing a stake of 149 shares — an estimated $2K sold.

Claro Advisors first reported a position in GAIN in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 70 funds tracked by Wall St. Rank hold GAIN as of Q1 2019.

Claro Advisors reported no remaining Gladstone Investment Corp position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 149 Gladstone Investment Corp shares in Q1 2019, an estimated $2K.
Claro Advisors first reported a position in Gladstone Investment Corp in Q4 2018 and held it in 1 quarter.
Claro Advisors's Gladstone Investment Corp position peaked at $2K in Q4 2018.
70 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.