GWM
EOD

Gupta Wealth Management’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Gupta Wealth Management’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,332
Closed -$8K – 1277
2015
Q3 		$8K Buy
+1,332
New +$8.67K ﹤0.01% 948

Other funds holding EOD

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Gupta Wealth Management's EOD Position: Q4 2015 in Review

Gupta Wealth Management sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q4 2015, closing a stake of 1,332 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in EOD in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 59 funds tracked by Wall St. Rank hold EOD as of Q4 2015.

  • Gupta Wealth Management reported no remaining Allspring Global Dividend Opportunity Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,332 Allspring Global Dividend Opportunity Fund shares in Q4 2015, an estimated $8K.
  • Gupta Wealth Management first reported a position in Allspring Global Dividend Opportunity Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Allspring Global Dividend Opportunity Fund position peaked at $8K in Q3 2015.
  • 59 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.