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Girard Partners’s Gladstone Capital GLAD Stock Holding History

Girard Partners’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
Q4 		– Sell
-713
Closed -$13K – 448
2018
Q3 		$13K Buy
+713
New +$13.6K ﹤0.01% 677
2016
Q2 		– Sell
-5,000
Closed -$75K – 197
2016
Q1 		$75K Buy
+5,000
New +$65.7K 0.03% 185

Other funds holding GLAD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Girard Partners's GLAD Position: Q4 2018 in Review

Girard Partners sold out of Gladstone Capital (GLAD) in Q4 2018, closing a stake of 713 shares — an estimated $13K sold.

Girard Partners first reported a position in GLAD in Q1 2016 and held it in 2 quarters. The position peaked at $75K in Q1 2016. 66 funds tracked by Wall St. Rank hold GLAD as of Q4 2018.

  • Girard Partners reported no remaining Gladstone Capital position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 713 Gladstone Capital shares in Q4 2018, an estimated $13K.
  • Girard Partners first reported a position in Gladstone Capital in Q1 2016 and held it in 2 quarters.
  • Girard Partners's Gladstone Capital position peaked at $75K in Q1 2016.
  • 66 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.