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Sequoia Financial Advisors’s Gladstone Capital GLAD Stock Holding History

Sequoia Financial 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
Q2 		– Sell
-6,034
Closed -$115K – 288
2017
Q1 		$115K Sell
6,034
-166
-3% -$3.1K 0.01% 273
2016
Q4 		$116K Buy
6,200
+900
+17% +$15.1K 0.02% 263
2016
Q3 		$86K Sell
5,300
-1,479
-22% -$24.1K 0.02% 242
2016
Q2 		$98K Buy
+6,779
New +$98.6K 0.03% 244

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Sequoia Financial Advisors's GLAD Position: Q2 2017 in Review

Sequoia Financial Advisors sold out of Gladstone Capital (GLAD) in Q2 2017, closing a stake of 6,034 shares — an estimated $115K sold.

Sequoia Financial Advisors first reported a position in GLAD in Q2 2016 and held it in 4 quarters. The position peaked at $116K in Q4 2016. 65 funds tracked by Wall St. Rank hold GLAD as of Q2 2017.

  • Sequoia Financial Advisors reported no remaining Gladstone Capital position as of Q2 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,034 Gladstone Capital shares in Q2 2017, an estimated $115K.
  • Sequoia Financial Advisors first reported a position in Gladstone Capital in Q2 2016 and held it in 4 quarters.
  • Sequoia Financial Advisors's Gladstone Capital position peaked at $116K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2017.

Based on Sequoia Financial Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.