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Valeo Financial Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Valeo Financial Advisors’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-350
Closed -$4K – 1675
2018
Q1 		$4K Hold
350
– – ﹤0.01% 1190
2017
Q4 		$4K Hold
350
– – ﹤0.01% 1067
2017
Q3 		$3K Buy
+350
New +$3.29K ﹤0.01% 955

Other funds holding GAIN

CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Valeo Financial Advisors's GAIN Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Gladstone Investment Corp (GAIN) in Q2 2018, closing a stake of 350 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in GAIN in Q3 2017 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 66 funds tracked by Wall St. Rank hold GAIN as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Gladstone Investment Corp position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 350 Gladstone Investment Corp shares in Q2 2018, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Gladstone Investment Corp in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Gladstone Investment Corp position peaked at $4K in Q1 2018.
  • 66 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.