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IFP Advisors’s Gladstone Investment Corp GAIN Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-5,473
Closed -$51K – 2736
2018
Q4 		$51K Buy
5,473
+3,028
+124% +$30.4K ﹤0.01% 1604
2018
Q3 		$28K Buy
2,445
+25
+1% +$295 ﹤0.01% 2249
2018
Q2 		$28K Buy
2,420
+176
+8% +$1.98K ﹤0.01% 2265
2018
Q1 		$25K Hold
2,244
– – ﹤0.01% 2242
2017
Q4 		$25K Buy
2,244
+33
+1% +$349 ﹤0.01% 2271
2017
Q3 		$21K Buy
2,211
+27
+1% +$254 ﹤0.01% 2555
2017
Q2 		$21K Buy
2,184
+1,309
+150% +$12.2K ﹤0.01% 2553
2017
Q1 		$8K Buy
875
+500
+133% +$4.45K ﹤0.01% 3042
2016
Q4 		$3K Buy
+375
New +$3.15K ﹤0.01% 3508

Other funds holding GAIN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM

IFP Advisors's GAIN Position: Q1 2019 in Review

IFP Advisors sold out of Gladstone Investment Corp (GAIN) in Q1 2019, closing a stake of 5,473 shares — an estimated $51K sold.

IFP Advisors first reported a position in GAIN in Q4 2016 and held it in 9 quarters. The position peaked at $51K in Q4 2018. 70 funds tracked by Wall St. Rank hold GAIN as of Q1 2019.

  • IFP Advisors reported no remaining Gladstone Investment Corp position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 5,473 Gladstone Investment Corp shares in Q1 2019, an estimated $51K.
  • IFP Advisors first reported a position in Gladstone Investment Corp in Q4 2016 and held it in 9 quarters.
  • IFP Advisors's Gladstone Investment Corp position peaked at $51K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.