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Tradewinds Capital Management’s Gladstone Capital GLAD Stock Holding History

Tradewinds Capital Management’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
Q1 		– Sell
-2
Closed – – 693
2016
Q4 		$0 Hold
2
– – ﹤0.01% 659
2016
Q3 		$0 Hold
2
– – ﹤0.01% 663
2016
Q2 		$0 Buy
+2
New +$29 ﹤0.01% 641
2016
Q1 		– Sell
-2
Closed – – 652
2015
Q4 		$0 Hold
2
– – ﹤0.01% 654
2015
Q3 		$0 Hold
2
– – ﹤0.01% 663
2015
Q2 		$0 Hold
2
– – ﹤0.01% 673
2015
Q1 		$0 Sell
2
-151
-99% -$2.51K ﹤0.01% 619
2014
Q4 		$3K Buy
+153
New +$2.71K ﹤0.01% 498

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tradewinds Capital Management's GLAD Position: Q1 2017 in Review

Tradewinds Capital Management sold out of Gladstone Capital (GLAD) in Q1 2017, closing a stake of 2 shares.

Tradewinds Capital Management first reported a position in GLAD in Q4 2014 and held it in 8 quarters. The position peaked at $3K in Q4 2014. 63 funds tracked by Wall St. Rank hold GLAD as of Q1 2017.

  • Tradewinds Capital Management reported no remaining Gladstone Capital position as of Q1 2017 after selling out during the quarter.
  • Tradewinds Capital Management sold 2 Gladstone Capital shares in Q1 2017.
  • Tradewinds Capital Management first reported a position in Gladstone Capital in Q4 2014 and held it in 8 quarters.
  • Tradewinds Capital Management's Gladstone Capital position peaked at $3K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2017.

Based on Tradewinds Capital Management's 13F filing for Q1 2017, filed 3 May 2017.