Wealthfront’s Gladstone Capital GLAD Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-150	Closed	-$2K	–	578
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	1169
2015 Q2	$2K	Buy	+150	New	+$2.56K	﹤0.01%	1177

Other funds holding GLAD

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

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

CIM

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthfront's GLAD Position: Q4 2015 in Review

Wealthfront sold out of Gladstone Capital (GLAD) in Q4 2015, closing a stake of 150 shares — an estimated $2K sold.

Wealthfront first reported a position in GLAD in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 63 funds tracked by Wall St. Rank hold GLAD as of Q4 2015.

Wealthfront reported no remaining Gladstone Capital position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 150 Gladstone Capital shares in Q4 2015, an estimated $2K.
Wealthfront first reported a position in Gladstone Capital in Q2 2015 and held it in 2 quarters.
Wealthfront's Gladstone Capital position peaked at $2K in Q3 2015.
63 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.