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

Doyle 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
2019
Q1 		– Sell
-6,000
Closed -$56K – 384
2018
Q4 		$56K Buy
+6,000
New +$60.3K 0.01% 332
2018
Q1 		– Sell
-11,900
Closed -$133K – 175
2017
Q4 		$133K Hold
11,900
– – 0.02% 169
2017
Q3 		$113K Buy
+11,900
New +$112K 0.02% 150

Other funds holding GAIN

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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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM

Doyle Wealth Management's GAIN Position: Q1 2019 in Review

Doyle Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q1 2019, closing a stake of 6,000 shares — an estimated $56K sold.

Doyle Wealth Management first reported a position in GAIN in Q3 2017 and held it in 3 quarters. The position peaked at $133K in Q4 2017. 70 funds tracked by Wall St. Rank hold GAIN as of Q1 2019.

  • Doyle Wealth Management reported no remaining Gladstone Investment Corp position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 6,000 Gladstone Investment Corp shares in Q1 2019, an estimated $56K.
  • Doyle Wealth Management first reported a position in Gladstone Investment Corp in Q3 2017 and held it in 3 quarters.
  • Doyle Wealth Management's Gladstone Investment Corp position peaked at $133K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.