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Destination Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History

Destination Wealth Management’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
2018
Q4 		– Sell
-3,500
Closed -$40K – 586
2018
Q3 		$40K Buy
+3,500
New +$41.3K ﹤0.01% 319

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Destination Wealth Management's GAIN Position: Q4 2018 in Review

Destination Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q4 2018, closing a stake of 3,500 shares — an estimated $40K sold.

Destination Wealth Management first reported a position in GAIN in Q3 2018 and held it in 1 quarter. The position peaked at $40K in Q3 2018. 71 funds tracked by Wall St. Rank hold GAIN as of Q4 2018.

  • Destination Wealth Management reported no remaining Gladstone Investment Corp position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 3,500 Gladstone Investment Corp shares in Q4 2018, an estimated $40K.
  • Destination Wealth Management first reported a position in Gladstone Investment Corp in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Gladstone Investment Corp position peaked at $40K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.