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OneDigital Investment Advisors’s Gladstone Capital GLAD Stock Holding History

OneDigital Investment Advisors’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
2017
Q3 		– Sell
-469
Closed -$9K – 1081
2017
Q2 		$9K Buy
+469
New +$9.18K ﹤0.01% 959

Other funds holding GLAD

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

OneDigital Investment Advisors's GLAD Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of Gladstone Capital (GLAD) in Q3 2017, closing a stake of 469 shares — an estimated $9K sold.

OneDigital Investment Advisors first reported a position in GLAD in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 64 funds tracked by Wall St. Rank hold GLAD as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining Gladstone Capital position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 469 Gladstone Capital shares in Q3 2017, an estimated $9K.
  • OneDigital Investment Advisors first reported a position in Gladstone Capital in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's Gladstone Capital position peaked at $9K in Q2 2017.
  • 64 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.