Gupta Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$1.05M Buy
19,232
+8,414
+78% +$428K 0.25% 88
2015
Q4
$652K Buy
10,818
+4,168
+63% +$261K 0.17% 116
2015
Q3
$415K Sell
6,650
-778
-10% -$56.6K 0.1% 157
2015
Q2
$578K Sell
7,428
-365
-5% -$30.4K 0.14% 130
2015
Q1
$646K Buy
+7,793
New +$658K 0.19% 108

Other funds holding AMLP

Gupta Wealth Management's AMLP Position: Q1 2016 in Review

Gupta Wealth Management increased its Alerian MLP ETF (AMLP) stake by 78% in Q1 2016, buying an estimated $428K and bringing the position to 19,232 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #88.

Gupta Wealth Management first reported a position in AMLP in Q1 2015 and has held it in 5 quarters since. 434 funds tracked by Wall St. Rank hold AMLP as of Q1 2016.

  • Gupta Wealth Management held 19,232 shares of Alerian MLP ETF worth $1.05M as of Q1 2016.
  • Gupta Wealth Management bought 8,414 Alerian MLP ETF shares in Q1 2016, an estimated $428K.
  • Alerian MLP ETF made up 0.25% of Gupta Wealth Management's portfolio in Q1 2016, its #88 holding.
  • Gupta Wealth Management first reported a position in Alerian MLP ETF in Q1 2015 and has held it in 5 quarters since.
  • 434 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.