WP Advisors’s Gladstone Capital GLAD Stock Holding History

WP Advisors’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
2018 Q4	–	Sell	-76	Closed	-$1K	–	129
2018 Q3	$1K	Buy	76 +2	+3%	+$38	﹤0.01%	256
2018 Q2	$1K	Buy	+74	New	+$1.32K	﹤0.01%	265

Other funds holding GLAD

AAM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

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

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

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

WP Advisors's GLAD Position: Q4 2018 in Review

WP Advisors sold out of Gladstone Capital (GLAD) in Q4 2018, closing a stake of 76 shares — an estimated $1K sold.

WP Advisors first reported a position in GLAD in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 66 funds tracked by Wall St. Rank hold GLAD as of Q4 2018.

WP Advisors reported no remaining Gladstone Capital position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 76 Gladstone Capital shares in Q4 2018, an estimated $1K.
WP Advisors first reported a position in Gladstone Capital in Q2 2018 and held it in 2 quarters.
WP Advisors's Gladstone Capital position peaked at $1K in Q3 2018.
66 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.