IPC
GOOD

Independent Portfolio Consultants’s Gladstone Commercial Corp GOOD Stock Holding History

Independent Portfolio Consultants’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$85K Sell
3,881
-2,039
-34% -$43.5K 0.04% 430
2017
Q1 		$122K Sell
5,920
-470
-7% -$9.4K 0.04% 410
2016
Q4 		$128K Sell
6,390
-1,950
-23% -$35.9K 0.04% 397
2016
Q3 		$155K Sell
8,340
-480
-5% -$8.63K 0.05% 384
2016
Q2 		$149K Buy
8,820
+25
+0.3% +$420 0.05% 392
2016
Q1 		$144K Buy
8,795
+510
+6% +$7.51K 0.04% 416
2015
Q4 		$121K Sell
8,285
-1,440
-15% -$21.6K 0.04% 425
2015
Q3 		$137K Buy
9,725
+1,250
+15% +$19.2K 0.03% 407
2015
Q2 		$140K Buy
8,475
+360
+4% +$6.4K 0.03% 430
2015
Q1 		$151K Buy
8,115
+775
+11% +$13.8K 0.03% 412
2014
Q4 		$126K Sell
7,340
-15,119
-67% -$265K 0.03% 453
2014
Q3 		$382K Sell
22,459
-1,445
-6% -$25.7K 0.1% 327
2014
Q2 		$427K Sell
23,904
-310
-1% -$5.43K 0.12% 290
2014
Q1 		$419K Buy
24,214
+1,325
+6% +$23.6K 0.13% 290
2013
Q4 		$411K Buy
+22,889
New +$418K 0.14% 299

Other funds holding GOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Portfolio Consultants's GOOD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Gladstone Commercial Corp (GOOD) stake by 34% in Q2 2017, selling an estimated $43.5K and leaving 3,881 shares worth $85K. The position accounts for 0.04% of the portfolio, ranked #430.

Independent Portfolio Consultants first reported a position in GOOD in Q4 2013 and has held it in 15 quarters since. The position peaked at $427K in Q2 2014. 110 funds tracked by Wall St. Rank hold GOOD as of Q2 2017.

  • Independent Portfolio Consultants held 3,881 shares of Gladstone Commercial Corp worth $85K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,039 Gladstone Commercial Corp shares in Q2 2017, an estimated $43.5K.
  • Gladstone Commercial Corp made up 0.04% of Independent Portfolio Consultants's portfolio in Q2 2017, its #430 holding.
  • Independent Portfolio Consultants first reported a position in Gladstone Commercial Corp in Q4 2013 and has held it in 15 quarters since.
  • Independent Portfolio Consultants's Gladstone Commercial Corp position peaked at $427K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.