Gupta Wealth Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Gupta Wealth Management’s Portfolio EDF Stock Details EDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-444	Closed	-$5K	–	1176
2015 Q4	$5K	Sell	444 -453	-51%	-$5.72K	﹤0.01%	1007
2015 Q3	$11K	Hold	897	–	–	﹤0.01%	881
2015 Q2	$13K	Buy	+897	New	+$14.6K	﹤0.01%	838

Other funds holding EDF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

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

Gupta Wealth Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2016, closing a stake of 444 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in EDF in Q2 2015 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 29 funds tracked by Wall St. Rank hold EDF as of Q1 2016.

Gupta Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 444 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2016, an estimated $5K.
Gupta Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2015 and held it in 3 quarters.
Gupta Wealth Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $13K in Q2 2015.
29 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2016.

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