Wealthfront’s Gladstone Investment Corp GAIN Stock Holding History

Wealthfront’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
2014 Q4	–	Sell	-134	Closed	-$1K	–	786
2014 Q3	$1K	Buy	+134	New	+$1K	﹤0.01%	640

Other funds holding GAIN

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Outfitter Advisors Mclean, Virginia $221M AUM 13.61% 1-Year Est. Return

CAS

Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's GAIN Position: Q4 2014 in Review

Wealthfront sold out of Gladstone Investment Corp (GAIN) in Q4 2014, closing a stake of 134 shares — an estimated $1K sold.

Wealthfront first reported a position in GAIN in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 56 funds tracked by Wall St. Rank hold GAIN as of Q4 2014.

Wealthfront reported no remaining Gladstone Investment Corp position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 134 Gladstone Investment Corp shares in Q4 2014, an estimated $1K.
Wealthfront first reported a position in Gladstone Investment Corp in Q3 2014 and held it in 1 quarter.
Wealthfront's Gladstone Investment Corp position peaked at $1K in Q3 2014.
56 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.