GWM
GOV

Gupta Wealth Management’s Government Properties Income Trust GOV Stock Holding History

Gupta Wealth Management’s Portfolio GOV Stock Details GOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$12K Sell
700
-1,269
-64% -$18.8K ﹤0.01% 831
2015
Q4 		$31K Buy
1,969
+1,269
+181% +$20.8K 0.01% 562
2015
Q3 		$11K Hold
700
– – ﹤0.01% 895
2015
Q2 		$13K Hold
700
– – ﹤0.01% 849
2015
Q1 		$16K Buy
+700
New +$16.1K ﹤0.01% 664

Other funds holding GOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gupta Wealth Management reduced its Government Properties Income Trust (GOV) stake by 64% in Q1 2016, selling an estimated $18.8K and leaving 700 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Gupta Wealth Management first reported a position in GOV in Q1 2015 and has held it in 5 quarters since. The position peaked at $31K in Q4 2015. 206 funds tracked by Wall St. Rank hold GOV as of Q1 2016.

  • Gupta Wealth Management held 700 shares of Government Properties Income Trust worth $12K as of Q1 2016.
  • Gupta Wealth Management sold 1,269 Government Properties Income Trust shares in Q1 2016, an estimated $18.8K.
  • Government Properties Income Trust made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #831 holding.
  • Gupta Wealth Management first reported a position in Government Properties Income Trust in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Government Properties Income Trust position peaked at $31K in Q4 2015.
  • 206 funds tracked by Wall St. Rank held Government Properties Income Trust as of Q1 2016.

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