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O'Brien Greene & Co’s Gladstone Capital GLAD Stock Holding History

O'Brien Greene & Co’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
2021
Q1 		– Sell
-5,000
Closed -$89K – 131
2020
Q4 		$89K Hold
5,000
– – 0.04% 118
2020
Q3 		$74K Hold
5,000
– – 0.04% 106
2020
Q2 		$73K Buy
+5,000
New +$66.4K 0.04% 105

Other funds holding GLAD

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NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

O'Brien Greene & Co's GLAD Position: Q1 2021 in Review

O'Brien Greene & Co sold out of Gladstone Capital (GLAD) in Q1 2021, closing a stake of 5,000 shares — an estimated $89K sold.

O'Brien Greene & Co first reported a position in GLAD in Q2 2020 and held it in 3 quarters. The position peaked at $89K in Q4 2020. 65 funds tracked by Wall St. Rank hold GLAD as of Q1 2021.

  • O'Brien Greene & Co reported no remaining Gladstone Capital position as of Q1 2021 after selling out during the quarter.
  • O'Brien Greene & Co sold 5,000 Gladstone Capital shares in Q1 2021, an estimated $89K.
  • O'Brien Greene & Co first reported a position in Gladstone Capital in Q2 2020 and held it in 3 quarters.
  • O'Brien Greene & Co's Gladstone Capital position peaked at $89K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2021.

Based on O'Brien Greene & Co's 13F filing for Q1 2021, filed 12 May 2021.