EWM
GAIN icon

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

Evercore 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
2015
Q3 		– Sell
-1,551
Closed -$12K – 1004
2015
Q2 		$12K Buy
+1,551
New +$11.8K ﹤0.01% 869

Other funds holding GAIN

VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OA
Outfitter Advisors Mclean, Virginia $221M AUM 13.61% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's GAIN Position: Q3 2015 in Review

Evercore Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q3 2015, closing a stake of 1,551 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in GAIN in Q2 2015 and held it in 1 quarter. The position peaked at $12K in Q2 2015. 55 funds tracked by Wall St. Rank hold GAIN as of Q3 2015.

  • Evercore Wealth Management reported no remaining Gladstone Investment Corp position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,551 Gladstone Investment Corp shares in Q3 2015, an estimated $12K.
  • Evercore Wealth Management first reported a position in Gladstone Investment Corp in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Gladstone Investment Corp position peaked at $12K in Q2 2015.
  • 55 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.