GWM
BSE

Gupta Wealth Management’s BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST BSE Stock Holding History

Gupta Wealth Management’s Portfolio BSE Stock Details BSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$28K Hold
2,000
– – 0.01% 589
2015
Q4 		$27K Hold
2,000
– – 0.01% 593
2015
Q3 		$26K Hold
2,000
– – 0.01% 633
2015
Q2 		$26K Hold
2,000
– – 0.01% 674
2015
Q1 		$27K Buy
+2,000
New +$26.9K 0.01% 529

Other funds holding BSE

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gupta Wealth Management held its BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST (BSE) position steady in Q1 2016 at 2,000 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #589.

Gupta Wealth Management first reported a position in BSE in Q1 2015 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold BSE as of Q1 2016.

  • Gupta Wealth Management held 2,000 shares of BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST worth $28K as of Q1 2016.
  • Gupta Wealth Management left its BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST share count unchanged in Q1 2016.
  • BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #589 holding.
  • Gupta Wealth Management first reported a position in BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST in Q1 2015 and has held it in 5 quarters since.
  • 22 funds tracked by Wall St. Rank held BLACKROCK NEW YORK MUNICIPAL INCOME QUALITY TRUST as of Q1 2016.

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