Gupta Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Gupta Wealth Management’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-236	Closed	-$3K	–	1253
2015 Q2	$3K	Hold	236	–	–	﹤0.01%	1067
2015 Q1	$3K	Buy	+236	New	+$3.27K	﹤0.01%	939

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

GFM

Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gupta Wealth Management's ADX Position: Q3 2015 in Review

Gupta Wealth Management sold out of Adams Diversified Equity Fund (ADX) in Q3 2015, closing a stake of 236 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in ADX in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 85 funds tracked by Wall St. Rank hold ADX as of Q3 2015.

Gupta Wealth Management reported no remaining Adams Diversified Equity Fund position as of Q3 2015 after selling out during the quarter.
Gupta Wealth Management sold 236 Adams Diversified Equity Fund shares in Q3 2015, an estimated $3K.
Gupta Wealth Management first reported a position in Adams Diversified Equity Fund in Q1 2015 and held it in 2 quarters.
Gupta Wealth Management's Adams Diversified Equity Fund position peaked at $3K in Q2 2015.
85 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.