GWM
HYB

Gupta Wealth Management’s New America High Income Fund, Inc. HYB Stock Holding History

Gupta Wealth Management’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-560
Closed -$5K – 1339
2015
Q1 		$5K Buy
+560
New +$5.08K ﹤0.01% 903

Other funds holding HYB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Gupta Wealth Management's HYB Position: Q2 2015 in Review

Gupta Wealth Management sold out of New America High Income Fund, Inc. (HYB) in Q2 2015, closing a stake of 560 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in HYB in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 40 funds tracked by Wall St. Rank hold HYB as of Q2 2015.

  • Gupta Wealth Management reported no remaining New America High Income Fund, Inc. position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 560 New America High Income Fund, Inc. shares in Q2 2015, an estimated $5K.
  • Gupta Wealth Management first reported a position in New America High Income Fund, Inc. in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's New America High Income Fund, Inc. position peaked at $5K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.