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Gupta Wealth Management’s Ares Capital ARCC Stock Holding History

Gupta Wealth Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$35K Hold
2,350
– – 0.01% 512
2015
Q4 		$33K Hold
2,350
– – 0.01% 526
2015
Q3 		$34K Sell
2,350
-1,147
-33% -$18K 0.01% 529
2015
Q2 		$58K Buy
+3,497
New +$58.4K 0.01% 438

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Gupta Wealth Management held its Ares Capital (ARCC) position steady in Q1 2016 at 2,350 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #512.

Gupta Wealth Management first reported a position in ARCC in Q2 2015 and has held it in 4 quarters since. The position peaked at $58K in Q2 2015. 349 funds tracked by Wall St. Rank hold ARCC as of Q1 2016.

  • Gupta Wealth Management held 2,350 shares of Ares Capital worth $35K as of Q1 2016.
  • Gupta Wealth Management left its Ares Capital share count unchanged in Q1 2016.
  • Ares Capital made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #512 holding.
  • Gupta Wealth Management first reported a position in Ares Capital in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Ares Capital position peaked at $58K in Q2 2015.
  • 349 funds tracked by Wall St. Rank held Ares Capital as of Q1 2016.

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