GWM
JMI

Gupta Wealth Management’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History

Gupta Wealth Management’s Portfolio JMI Stock Details JMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,000
Closed -$12K – 1414
2015
Q3 		$12K Buy
+2,000
New +$13.6K ﹤0.01% 875

Other funds holding JMI

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's JMI Position: Q4 2015 in Review

Gupta Wealth Management sold out of JAVELIN MTG INVESTMENT CORP COM (JMI) in Q4 2015, closing a stake of 2,000 shares — an estimated $12K sold.

Gupta Wealth Management first reported a position in JMI in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 34 funds tracked by Wall St. Rank hold JMI as of Q4 2015.

  • Gupta Wealth Management reported no remaining JAVELIN MTG INVESTMENT CORP COM position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,000 JAVELIN MTG INVESTMENT CORP COM shares in Q4 2015, an estimated $12K.
  • Gupta Wealth Management first reported a position in JAVELIN MTG INVESTMENT CORP COM in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's JAVELIN MTG INVESTMENT CORP COM position peaked at $12K in Q3 2015.
  • 34 funds tracked by Wall St. Rank held JAVELIN MTG INVESTMENT CORP COM as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.