Financial Gravity Asset Management’s Gladstone Investment Corp GAIN Stock Holding History

Financial Gravity Asset 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 Q4	$51K	Buy	3,826 +1,128	+42%	+$15.3K	0.04%	636
2019 Q3	$33K	Buy	2,698 +1,523	+130%	+$17.7K	0.03%	360
2019 Q2	$13K	Buy	1,175 +19	+2%	+$226	0.01%	541
2019 Q1	$14K	Buy	+1,156	New	+$13K	0.01%	492

Other funds holding GAIN

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LTFS

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

VEA

Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Gravity Asset Management's GAIN Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Gladstone Investment Corp (GAIN) stake by 42% in Q4 2019, buying an estimated $15.3K and bringing the position to 3,826 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #636.

Financial Gravity Asset Management first reported a position in GAIN in Q1 2019 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold GAIN as of Q4 2019.

Financial Gravity Asset Management held 3,826 shares of Gladstone Investment Corp worth $51K as of Q4 2019.
Financial Gravity Asset Management bought 1,128 Gladstone Investment Corp shares in Q4 2019, an estimated $15.3K.
Gladstone Investment Corp made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #636 holding.
Financial Gravity Asset Management first reported a position in Gladstone Investment Corp in Q1 2019 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.