GWM
HTS

Gupta Wealth Management’s HATTERAS FINANCIAL CORP HTS Stock Holding History

Gupta Wealth Management’s Portfolio HTS Stock Details HTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-847
Closed -$11K – 1347
2015
Q4 		$11K Hold
847
– – ﹤0.01% 871
2015
Q3 		$13K Hold
847
– – ﹤0.01% 859
2015
Q2 		$14K Hold
847
– – ﹤0.01% 834
2015
Q1 		$15K Buy
+847
New +$15.4K ﹤0.01% 680

Other funds holding HTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gupta Wealth Management sold out of HATTERAS FINANCIAL CORP (HTS) in Q1 2016, closing a stake of 847 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in HTS in Q1 2015 and held it in 4 quarters. The position peaked at $15K in Q1 2015. 178 funds tracked by Wall St. Rank hold HTS as of Q1 2016.

  • Gupta Wealth Management reported no remaining HATTERAS FINANCIAL CORP position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 847 HATTERAS FINANCIAL CORP shares in Q1 2016, an estimated $11K.
  • Gupta Wealth Management first reported a position in HATTERAS FINANCIAL CORP in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's HATTERAS FINANCIAL CORP position peaked at $15K in Q1 2015.
  • 178 funds tracked by Wall St. Rank held HATTERAS FINANCIAL CORP as of Q1 2016.

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