OFW
GOOD

Omnia Family Wealth’s Gladstone Commercial Corp GOOD Stock Holding History

Omnia Family Wealth’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
2018
Q1 		– Sell
-77
Closed -$2K – 613
2017
Q4 		$2K Hold
77
– – ﹤0.01% 442
2017
Q3 		$2K Hold
77
– – ﹤0.01% 457
2017
Q2 		$2K Hold
77
– – ﹤0.01% 591
2017
Q1 		$2K Hold
77
– – ﹤0.01% 583
2016
Q4 		$2K Buy
+77
New +$1.42K ﹤0.01% 590

Other funds holding GOOD

Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omnia Family Wealth's GOOD Position: Q1 2018 in Review

Omnia Family Wealth sold out of Gladstone Commercial Corp (GOOD) in Q1 2018, closing a stake of 77 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in GOOD in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 115 funds tracked by Wall St. Rank hold GOOD as of Q1 2018.

  • Omnia Family Wealth reported no remaining Gladstone Commercial Corp position as of Q1 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 77 Gladstone Commercial Corp shares in Q1 2018, an estimated $2K.
  • Omnia Family Wealth first reported a position in Gladstone Commercial Corp in Q4 2016 and held it in 5 quarters.
  • Omnia Family Wealth's Gladstone Commercial Corp position peaked at $2K in Q4 2017.
  • 115 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q1 2018.

Based on Omnia Family Wealth's 13F filing for Q1 2018, filed 11 May 2018.