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Harvest Group Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History

Harvest Group Wealth Management’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-175
Closed -$1K – 600
2020
Q1 		$1K Buy
175
+3
+2% +$36 ﹤0.01% 386
2019
Q4 		$2K Buy
172
+2
+1% +$27 ﹤0.01% 612
2019
Q3 		$2K Buy
+170
New +$1.98K ﹤0.01% 695

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DC
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AAM
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM

Harvest Group Wealth Management's GAIN Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q2 2020, closing a stake of 175 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in GAIN in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 69 funds tracked by Wall St. Rank hold GAIN as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Gladstone Investment Corp position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 175 Gladstone Investment Corp shares in Q2 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Gladstone Investment Corp in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Gladstone Investment Corp position peaked at $2K in Q4 2019.
  • 69 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.