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Sheaff Brock Investment Advisors’s Gladstone Capital GLAD Stock Holding History

Sheaff Brock 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
2016
Q1 		– Sell
-18,386
Closed -$269K – 652
2015
Q4 		$269K Buy
+18,386
New +$308K 0.03% 444

Other funds holding GLAD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's GLAD Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Gladstone Capital (GLAD) in Q1 2016, closing a stake of 18,386 shares — an estimated $269K sold.

Sheaff Brock Investment Advisors first reported a position in GLAD in Q4 2015 and held it in 1 quarter. The position peaked at $269K in Q4 2015. 59 funds tracked by Wall St. Rank hold GLAD as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Gladstone Capital position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 18,386 Gladstone Capital shares in Q1 2016, an estimated $269K.
  • Sheaff Brock Investment Advisors first reported a position in Gladstone Capital in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Gladstone Capital position peaked at $269K in Q4 2015.
  • 59 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.