First Foundation Advisors’s Gladstone Capital GLAD Stock Holding History

First Foundation Advisors’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
2017 Q2	–	Sell	-6,351	Closed	-$121K	–	321
2017 Q1	$121K	Hold	6,351	–	–	0.01%	302
2016 Q4	$119K	Hold	6,351	–	–	0.01%	298
2016 Q3	$103K	Hold	6,351	–	–	0.01%	280
2016 Q2	$92K	Hold	6,351	–	–	0.01%	282
2016 Q1	$95K	Hold	6,351	–	–	0.01%	284
2015 Q4	$93K	Hold	6,351	–	–	0.01%	284
2015 Q3	$103K	Hold	6,351	–	–	0.01%	226
2015 Q2	$100K	Hold	6,351	–	–	0.01%	229
2015 Q1	$112K	Hold	6,351	–	–	0.01%	227
2014 Q4	$105K	Hold	6,351	–	–	0.01%	233
2014 Q3	$111K	Hold	6,351	–	–	0.01%	222
2014 Q2	$128K	Buy	+6,351	New	+$124K	0.01%	224

Other funds holding GLAD

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

First Foundation Advisors's GLAD Position: Q2 2017 in Review

First Foundation Advisors sold out of Gladstone Capital (GLAD) in Q2 2017, closing a stake of 6,351 shares — an estimated $121K sold.

First Foundation Advisors first reported a position in GLAD in Q2 2014 and held it in 12 quarters. The position peaked at $128K in Q2 2014. 65 funds tracked by Wall St. Rank hold GLAD as of Q2 2017.

First Foundation Advisors reported no remaining Gladstone Capital position as of Q2 2017 after selling out during the quarter.
First Foundation Advisors sold 6,351 Gladstone Capital shares in Q2 2017, an estimated $121K.
First Foundation Advisors first reported a position in Gladstone Capital in Q2 2014 and held it in 12 quarters.
First Foundation Advisors's Gladstone Capital position peaked at $128K in Q2 2014.
65 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2017.

Based on First Foundation Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.