KCM Investment Advisors’s Gladstone Investment Corporation 6.25% Series D Cumulative Term Preferred Stock GAINM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-22,040
Closed -$551K 416
2018
Q4
$551K Sell
22,040
-581
-3% -$14.6K 0.04% 304
2018
Q3
$572K Buy
22,621
+13
+0.1% +$329 0.03% 330
2018
Q2
$575K Sell
22,608
-2,288
-9% -$57.9K 0.04% 322
2018
Q1
$631K Sell
24,896
-687
-3% -$17.5K 0.04% 324
2017
Q4
$655K Buy
25,583
+233
+0.9% +$5.95K 0.04% 319
2017
Q3
$646K Sell
25,350
-200
-0.8% -$5.11K 0.04% 310
2017
Q2
$652K Sell
25,550
-2,200
-8% -$56.2K 0.04% 316
2017
Q1
$709K Sell
27,750
-1,500
-5% -$38.2K 0.05% 302
2016
Q4
$740K Sell
29,250
-750
-3% -$19K 0.05% 290
2016
Q3
$763K Buy
+30,000
New +$761K 0.05% 289

KCM Investment Advisors's GAINM Position: Q1 2019 in Review

KCM Investment Advisors sold out of Gladstone Investment Corporation 6.25% Series D Cumulative Term Preferred Stock (GAINM) in Q1 2019, closing a stake of 22,040 shares — an estimated $551K sold.

KCM Investment Advisors first reported a position in GAINM in Q3 2016 and held it in 10 quarters. The position peaked at $763K in Q3 2016. 0 funds tracked by Wall St. Rank hold GAINM as of Q1 2019.

  • KCM Investment Advisors reported no remaining Gladstone Investment Corporation 6.25% Series D Cumulative Term Preferred Stock position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 22,040 Gladstone Investment Corporation 6.25% Series D Cumulative Term Preferred Stock shares in Q1 2019, an estimated $551K.
  • KCM Investment Advisors first reported a position in Gladstone Investment Corporation 6.25% Series D Cumulative Term Preferred Stock in Q3 2016 and held it in 10 quarters.
  • KCM Investment Advisors's Gladstone Investment Corporation 6.25% Series D Cumulative Term Preferred Stock position peaked at $763K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Gladstone Investment Corporation 6.25% Series D Cumulative Term Preferred Stock as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.