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Ground Swell Capital’s Gladstone Capital GLAD Stock Holding History

Ground Swell Capital’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
2014
Q3 		$20K Buy
1,162
+1,108
+2,052% +$21.3K 0.04% 525
2014
Q2 		$1K Buy
+54
New +$1.05K ﹤0.01% 1726

Other funds holding GLAD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ground Swell Capital's GLAD Position: Q3 2014 in Review

Ground Swell Capital increased its Gladstone Capital (GLAD) stake by 2,052% in Q3 2014, buying an estimated $21.3K and bringing the position to 1,162 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #525.

Ground Swell Capital first reported a position in GLAD in Q2 2014 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold GLAD as of Q3 2014.

  • Ground Swell Capital held 1,162 shares of Gladstone Capital worth $20K as of Q3 2014.
  • Ground Swell Capital bought 1,108 Gladstone Capital shares in Q3 2014, an estimated $21.3K.
  • Gladstone Capital made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #525 holding.
  • Ground Swell Capital first reported a position in Gladstone Capital in Q2 2014 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.