GWM
HGT

Gupta Wealth Management’s Hugoton Royalty Trust HGT Stock Holding History

Gupta Wealth Management’s Portfolio HGT Stock Details HGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$0 Buy
+300
New +$457 ﹤0.01% 1334
2015
Q4 		– Sell
-300
Closed -$1K – 1397
2015
Q3 		$1K Hold
300
– – ﹤0.01% 1239
2015
Q2 		$1K Hold
300
– – ﹤0.01% 1234
2015
Q1 		$2K Buy
+300
New +$2.23K ﹤0.01% 1056

Other funds holding HGT

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in Hugoton Royalty Trust (HGT) in Q1 2016: 300 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in HGT as recently as Q3 2015.

Gupta Wealth Management first reported a position in HGT in Q1 2015 and has held it in 4 quarters since. The position peaked at $2K in Q1 2015. 58 funds tracked by Wall St. Rank hold HGT as of Q1 2016.

  • Gupta Wealth Management held 300 shares of Hugoton Royalty Trust worth $0 as of Q1 2016.
  • Hugoton Royalty Trust was a new Gupta Wealth Management position in Q1 2016.
  • Hugoton Royalty Trust made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1334 holding.
  • Gupta Wealth Management first reported a position in Hugoton Royalty Trust in Q1 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Hugoton Royalty Trust position peaked at $2K in Q1 2015.
  • 58 funds tracked by Wall St. Rank held Hugoton Royalty Trust as of Q1 2016.

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