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Washington Trust’s Gladstone Investment Corp GAIN Stock Holding History

Washington Trust’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
Q3 		– Sell
-2,700
Closed -$32K – 451
2018
Q2 		$32K Buy
+2,700
New +$30.4K ﹤0.01% 486

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AAM
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LSV Asset Management
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LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Washington Trust's GAIN Position: Q3 2018 in Review

Washington Trust sold out of Gladstone Investment Corp (GAIN) in Q3 2018, closing a stake of 2,700 shares — an estimated $32K sold.

Washington Trust first reported a position in GAIN in Q2 2018 and held it in 1 quarter. The position peaked at $32K in Q2 2018. 72 funds tracked by Wall St. Rank hold GAIN as of Q3 2018.

  • Washington Trust reported no remaining Gladstone Investment Corp position as of Q3 2018 after selling out during the quarter.
  • Washington Trust sold 2,700 Gladstone Investment Corp shares in Q3 2018, an estimated $32K.
  • Washington Trust first reported a position in Gladstone Investment Corp in Q2 2018 and held it in 1 quarter.
  • Washington Trust's Gladstone Investment Corp position peaked at $32K in Q2 2018.
  • 72 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2018.

Based on Washington Trust's 13F filing for Q3 2018, filed 13 Nov 2018.