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Financial Counselors Inc’s Gladstone Capital GLAD Stock Holding History

Financial Counselors Inc’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
2018
Q2 		– Sell
-8,650
Closed -$149K – 501
2018
Q1 		$149K Buy
8,650
+425
+5% +$7.64K 0.01% 470
2017
Q4 		$152K Hold
8,225
– – 0.01% 466
2017
Q3 		$156K Hold
8,225
– – 0.01% 472
2017
Q2 		$162K Buy
+8,225
New +$161K 0.01% 472

Other funds holding GLAD

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Financial Counselors Inc's GLAD Position: Q2 2018 in Review

Financial Counselors Inc sold out of Gladstone Capital (GLAD) in Q2 2018, closing a stake of 8,650 shares — an estimated $149K sold.

Financial Counselors Inc first reported a position in GLAD in Q2 2017 and held it in 4 quarters. The position peaked at $162K in Q2 2017. 66 funds tracked by Wall St. Rank hold GLAD as of Q2 2018.

  • Financial Counselors Inc reported no remaining Gladstone Capital position as of Q2 2018 after selling out during the quarter.
  • Financial Counselors Inc sold 8,650 Gladstone Capital shares in Q2 2018, an estimated $149K.
  • Financial Counselors Inc first reported a position in Gladstone Capital in Q2 2017 and held it in 4 quarters.
  • Financial Counselors Inc's Gladstone Capital position peaked at $162K in Q2 2017.
  • 66 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2018.

Based on Financial Counselors Inc's 13F filing for Q2 2018, filed 3 Aug 2018.