Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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GWM
Gupta Wealth Management’s
iShares Core US Aggregate Bond ETF
AGG
Stock Holding History
Gupta Wealth Management’s Portfolio
AGG Stock Details
AGG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2016
Q1
$581K
Buy
5,243
+2,251
+
75
%
+$249K
0.14%
132
2015
Q4
$323K
Buy
2,992
+496
+
20
%
+$53.5K
0.08%
182
2015
Q3
$274K
Buy
2,496
+1,336
+
115
%
+$147K
0.07%
204
2015
Q2
$126K
Buy
1,160
+272
+
31
%
+$29.5K
0.03%
315
2015
Q1
$99K
Buy
+888
New
+$99K
0.03%
305
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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