Wealthcare Advisory Partners’s Gladstone Investment Corp GAIN Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-500	Closed	-$6K	–	1046
2021 Q1	$6K	Buy	+500	New	+$5.75K	﹤0.01%	1591
2020 Q2	–	Sell	-4,300	Closed	-$34K	–	730
2020 Q1	$34K	Hold	4,300	–	–	0.01%	590
2019 Q4	$57K	Hold	4,300	–	–	0.01%	522
2019 Q3	$53K	Hold	4,300	–	–	0.01%	518
2019 Q2	$48K	Hold	4,300	–	–	0.01%	511
2019 Q1	$50K	Buy	4,300 +300	+8%	+$3.37K	0.01%	464
2018 Q4	$37K	Buy	4,000 +600	+18%	+$6.03K	0.01%	491
2018 Q3	$39K	Buy	3,400 +1,000	+42%	+$11.8K	0.01%	525
2018 Q2	$28K	Buy	2,400 +750	+45%	+$8.43K	0.01%	586
2018 Q1	$17K	Buy	1,650 +1,350	+450%	+$14.1K	﹤0.01%	621
2017 Q4	$3K	Buy	+300	New	+$3.18K	﹤0.01%	875

Other funds holding GAIN

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wealthcare Advisory Partners's GAIN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Gladstone Investment Corp (GAIN) in Q2 2021, closing a stake of 500 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in GAIN in Q4 2017 and held it in 11 quarters. The position peaked at $57K in Q4 2019. 72 funds tracked by Wall St. Rank hold GAIN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Gladstone Investment Corp position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 500 Gladstone Investment Corp shares in Q2 2021, an estimated $6K.
Wealthcare Advisory Partners first reported a position in Gladstone Investment Corp in Q4 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Gladstone Investment Corp position peaked at $57K in Q4 2019.
72 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.