Gradient Investments’s Gladstone Capital GLAD Stock Holding History

Gradient Investments’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
2016 Q2	–	Sell	-1,500	Closed	-$22K	–	739
2016 Q1	$22K	Buy	+1,500	New	+$19.7K	﹤0.01%	346

Other funds holding GLAD

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Gradient Investments's GLAD Position: Q2 2016 in Review

Gradient Investments sold out of Gladstone Capital (GLAD) in Q2 2016, closing a stake of 1,500 shares — an estimated $22K sold.

Gradient Investments first reported a position in GLAD in Q1 2016 and held it in 1 quarter. The position peaked at $22K in Q1 2016. 59 funds tracked by Wall St. Rank hold GLAD as of Q2 2016.

Gradient Investments reported no remaining Gladstone Capital position as of Q2 2016 after selling out during the quarter.
Gradient Investments sold 1,500 Gladstone Capital shares in Q2 2016, an estimated $22K.
Gradient Investments first reported a position in Gladstone Capital in Q1 2016 and held it in 1 quarter.
Gradient Investments's Gladstone Capital position peaked at $22K in Q1 2016.
59 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2016.

Based on Gradient Investments's 13F filing for Q2 2016, filed 14 Jul 2016.