McIlrath & Eck’s Gladstone Capital GLAD Stock Holding History

McIlrath & Eck’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
2023 Q1	–	Sell	-934	Closed	-$18K	–	942
2022 Q4	$18K	Buy	+934	New	+$17.9K	﹤0.01%	428

Other funds holding GLAD

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

McIlrath & Eck's GLAD Position: Q1 2023 in Review

McIlrath & Eck sold out of Gladstone Capital (GLAD) in Q1 2023, closing a stake of 934 shares — an estimated $18K sold.

McIlrath & Eck first reported a position in GLAD in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 71 funds tracked by Wall St. Rank hold GLAD as of Q1 2023.

McIlrath & Eck reported no remaining Gladstone Capital position as of Q1 2023 after selling out during the quarter.
McIlrath & Eck sold 934 Gladstone Capital shares in Q1 2023, an estimated $18K.
McIlrath & Eck first reported a position in Gladstone Capital in Q4 2022 and held it in 1 quarter.
McIlrath & Eck's Gladstone Capital position peaked at $18K in Q4 2022.
71 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2023.

Based on McIlrath & Eck's 13F filing for Q1 2023, filed 9 May 2023.