GWM
ENH

Gupta Wealth Management’s Endurance Specialty Holdings Ltd ENH Stock Holding History

Gupta Wealth Management’s Portfolio ENH Stock Details ENH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$10K Hold
158
– – ﹤0.01% 867
2015
Q4 		$10K Buy
+158
New +$10.2K ﹤0.01% 897
2015
Q2 		– Sell
-105
Closed -$6K – 1379
2015
Q1 		$6K Buy
+105
New +$6.58K ﹤0.01% 879

Other funds holding ENH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Gupta Wealth Management held its Endurance Specialty Holdings Ltd (ENH) position steady in Q1 2016 at 158 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Gupta Wealth Management first reported a position in ENH in Q1 2015 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold ENH as of Q1 2016.

  • Gupta Wealth Management held 158 shares of Endurance Specialty Holdings Ltd worth $10K as of Q1 2016.
  • Gupta Wealth Management left its Endurance Specialty Holdings Ltd share count unchanged in Q1 2016.
  • Endurance Specialty Holdings Ltd made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #867 holding.
  • Gupta Wealth Management first reported a position in Endurance Specialty Holdings Ltd in Q1 2015 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Endurance Specialty Holdings Ltd as of Q1 2016.

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