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Gladstone Institutional Advisory’s Casella Waste Systems CWST Stock Holding History

Gladstone Institutional Advisory’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,812
Closed -$207K – 272
2019
Q1 		$207K Buy
+5,812
New +$190K 0.08% 199

Other funds holding CWST

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Gladstone Institutional Advisory's CWST Position: Q2 2019 in Review

Gladstone Institutional Advisory sold out of Casella Waste Systems (CWST) in Q2 2019, closing a stake of 5,812 shares — an estimated $207K sold.

Gladstone Institutional Advisory first reported a position in CWST in Q1 2019 and held it in 1 quarter. The position peaked at $207K in Q1 2019. 175 funds tracked by Wall St. Rank hold CWST as of Q2 2019.

  • Gladstone Institutional Advisory reported no remaining Casella Waste Systems position as of Q2 2019 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,812 Casella Waste Systems shares in Q2 2019, an estimated $207K.
  • Gladstone Institutional Advisory first reported a position in Casella Waste Systems in Q1 2019 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Casella Waste Systems position peaked at $207K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.