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Winslow Evans & Crocker’s Gladstone Investment Corp GAIN Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$24K Sell
2,400
-275
-10% -$2.61K ﹤0.01% 747
2020
Q3 		$24K Sell
2,675
-400
-13% -$3.81K 0.01% 588
2020
Q2 		$31K Sell
3,075
-1
-0% -$10 0.01% 532
2020
Q1 		$26K Sell
3,076
-274
-8% -$3.26K 0.01% 534
2019
Q4 		$46K Buy
3,350
+600
+22% +$8.12K 0.01% 515
2019
Q3 		$34K Buy
2,750
+150
+6% +$1.75K 0.01% 564
2019
Q2 		$30K Buy
2,600
+1,024
+65% +$12.2K 0.01% 604
2019
Q1 		$20K Buy
1,576
+176
+13% +$1.98K 0.01% 659
2018
Q4 		$14K Buy
1,400
+474
+51% +$4.77K ﹤0.01% 695
2018
Q3 		$12K Hold
926
– – ﹤0.01% 763
2018
Q2 		$12K Buy
926
+350
+61% +$3.93K ﹤0.01% 767
2018
Q1 		$5.81K Hold
576
– – ﹤0.01% 886
2017
Q4 		$6.42K Hold
576
– – ﹤0.01% 893
2017
Q3 		$5.46K Buy
576
+101
+21% +$949 ﹤0.01% 923
2017
Q2 		$4.46K Buy
+475
New +$4.42K ﹤0.01% 1078

Other funds holding GAIN

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
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Winslow Evans & Crocker's GAIN Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Gladstone Investment Corp (GAIN) stake by 10% in Q4 2020, selling an estimated $2.61K and leaving 2,400 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Winslow Evans & Crocker first reported a position in GAIN in Q2 2017 and has held it in 15 quarters since. The position peaked at $46K in Q4 2019. 75 funds tracked by Wall St. Rank hold GAIN as of Q4 2020.

  • Winslow Evans & Crocker held 2,400 shares of Gladstone Investment Corp worth $24K as of Q4 2020.
  • Winslow Evans & Crocker sold 275 Gladstone Investment Corp shares in Q4 2020, an estimated $2.61K.
  • Gladstone Investment Corp made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #747 holding.
  • Winslow Evans & Crocker first reported a position in Gladstone Investment Corp in Q2 2017 and has held it in 15 quarters since.
  • Winslow Evans & Crocker's Gladstone Investment Corp position peaked at $46K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.