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Freedom Investment Management’s Gladstone Capital GLAD Stock Holding History

Freedom Investment Management’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
-7,424
Closed -$141K – 1081
2017
Q1 		$141K Buy
+7,424
New +$139K 0.01% 1007

Other funds holding GLAD

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
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

Freedom Investment Management's GLAD Position: Q2 2017 in Review

Freedom Investment Management sold out of Gladstone Capital (GLAD) in Q2 2017, closing a stake of 7,424 shares — an estimated $141K sold.

Freedom Investment Management first reported a position in GLAD in Q1 2017 and held it in 1 quarter. The position peaked at $141K in Q1 2017. 65 funds tracked by Wall St. Rank hold GLAD as of Q2 2017.

  • Freedom Investment Management reported no remaining Gladstone Capital position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 7,424 Gladstone Capital shares in Q2 2017, an estimated $141K.
  • Freedom Investment Management first reported a position in Gladstone Capital in Q1 2017 and held it in 1 quarter.
  • Freedom Investment Management's Gladstone Capital position peaked at $141K in Q1 2017.
  • 65 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.