GWM
ARI

Gupta Wealth Management’s Apollo Commercial Real Estate ARI Stock Holding History

Gupta Wealth Management’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$388K Hold
23,800
– – 0.09% 162
2015
Q4 		$410K Hold
23,800
– – 0.1% 159
2015
Q3 		$374K Buy
23,800
+22,450
+1,663% +$374K 0.09% 163
2015
Q2 		$22K Buy
+1,350
New +$23.2K 0.01% 707

Other funds holding ARI

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Gupta Wealth Management held its Apollo Commercial Real Estate (ARI) position steady in Q1 2016 at 23,800 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #162.

Gupta Wealth Management first reported a position in ARI in Q2 2015 and has held it in 4 quarters since. The position peaked at $410K in Q4 2015. 170 funds tracked by Wall St. Rank hold ARI as of Q1 2016.

  • Gupta Wealth Management held 23,800 shares of Apollo Commercial Real Estate worth $388K as of Q1 2016.
  • Gupta Wealth Management left its Apollo Commercial Real Estate share count unchanged in Q1 2016.
  • Apollo Commercial Real Estate made up 0.09% of Gupta Wealth Management's portfolio in Q1 2016, its #162 holding.
  • Gupta Wealth Management first reported a position in Apollo Commercial Real Estate in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Apollo Commercial Real Estate position peaked at $410K in Q4 2015.
  • 170 funds tracked by Wall St. Rank held Apollo Commercial Real Estate as of Q1 2016.

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