Gupta Wealth Management’s Morgan Stanley India Investment Fund IIF Stock Holding History

Gupta Wealth Management’s Portfolio IIF Stock Details IIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$51K	Hold	2,050	–	–	0.01%	440
2015 Q4	$52K	Hold	2,050	–	–	0.01%	428
2015 Q3	$54K	Hold	2,050	–	–	0.01%	440
2015 Q2	$56K	Hold	2,050	–	–	0.01%	445
2015 Q1	$57K	Buy	+2,050	New	+$58.1K	0.02%	381

Other funds holding IIF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

GFM

Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gupta Wealth Management held its Morgan Stanley India Investment Fund (IIF) position steady in Q1 2016 at 2,050 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #440.

Gupta Wealth Management first reported a position in IIF in Q1 2015 and has held it in 5 quarters since. The position peaked at $57K in Q1 2015. 46 funds tracked by Wall St. Rank hold IIF as of Q1 2016.

Gupta Wealth Management held 2,050 shares of Morgan Stanley India Investment Fund worth $51K as of Q1 2016.
Gupta Wealth Management left its Morgan Stanley India Investment Fund share count unchanged in Q1 2016.
Morgan Stanley India Investment Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #440 holding.
Gupta Wealth Management first reported a position in Morgan Stanley India Investment Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Morgan Stanley India Investment Fund position peaked at $57K in Q1 2015.
46 funds tracked by Wall St. Rank held Morgan Stanley India Investment Fund as of Q1 2016.

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