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Stratos Wealth Partners’s Gladstone Capital GLAD Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-2,680
Closed -$51K – 1482
2018
Q3 		$51K Buy
+2,680
New +$51K ﹤0.01% 1447
2018
Q2 		– Sell
-2,805
Closed -$48K – 1605
2018
Q1 		$48K Hold
2,805
– – ﹤0.01% 1593
2017
Q4 		$52K Buy
+2,805
New +$54K ﹤0.01% 1493

Other funds holding GLAD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Partners's GLAD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Gladstone Capital (GLAD) in Q4 2018, closing a stake of 2,680 shares — an estimated $51K sold.

Stratos Wealth Partners first reported a position in GLAD in Q4 2017 and held it in 3 quarters. The position peaked at $52K in Q4 2017. 66 funds tracked by Wall St. Rank hold GLAD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Gladstone Capital position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,680 Gladstone Capital shares in Q4 2018, an estimated $51K.
  • Stratos Wealth Partners first reported a position in Gladstone Capital in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Gladstone Capital position peaked at $52K in Q4 2017.
  • 66 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.