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Gupta Wealth Management’s American Public Education APEI Stock Holding History

Gupta Wealth Management’s Portfolio APEI Stock Details APEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$32K Buy
1,535
+310
+25% +$5.45K 0.01% 549
2015
Q4 		$23K Buy
+1,225
New +$26.9K 0.01% 621

Other funds holding APEI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Gupta Wealth Management increased its American Public Education (APEI) stake by 25% in Q1 2016, buying an estimated $5.45K and bringing the position to 1,535 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #549.

Gupta Wealth Management first reported a position in APEI in Q4 2015 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold APEI as of Q1 2016.

  • Gupta Wealth Management held 1,535 shares of American Public Education worth $32K as of Q1 2016.
  • Gupta Wealth Management bought 310 American Public Education shares in Q1 2016, an estimated $5.45K.
  • American Public Education made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #549 holding.
  • Gupta Wealth Management first reported a position in American Public Education in Q4 2015 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held American Public Education as of Q1 2016.

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