GWM
ARDC

Gupta Wealth Management’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Gupta Wealth Management’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,532
Closed -$61K – 1154
2015
Q4 		$61K Buy
+4,532
New +$62.7K 0.02% 394

Other funds holding ARDC

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RCM
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Gupta Wealth Management sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2016, closing a stake of 4,532 shares — an estimated $61K sold.

Gupta Wealth Management first reported a position in ARDC in Q4 2015 and held it in 1 quarter. The position peaked at $61K in Q4 2015. 43 funds tracked by Wall St. Rank hold ARDC as of Q1 2016.

  • Gupta Wealth Management reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 4,532 Are Dynamic Credit Allocation Fund shares in Q1 2016, an estimated $61K.
  • Gupta Wealth Management first reported a position in Are Dynamic Credit Allocation Fund in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Are Dynamic Credit Allocation Fund position peaked at $61K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2016.

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