GWM
MGF

Gupta Wealth Management’s Aberdeen Government Markets Income Fund MGF Stock Holding History

Gupta Wealth Management’s Portfolio MGF Stock Details MGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-766
Closed -$4K – 1224
2015
Q4 		$4K Sell
766
-855
-53% -$4.53K ﹤0.01% 1047
2015
Q3 		$9K Sell
1,621
-10
-0.6% -$53 ﹤0.01% 928
2015
Q2 		$9K Hold
1,631
– – ﹤0.01% 922
2015
Q1 		$9K Buy
+1,631
New +$9.39K ﹤0.01% 784

Other funds holding MGF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gupta Wealth Management sold out of Aberdeen Government Markets Income Fund (MGF) in Q1 2016, closing a stake of 766 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in MGF in Q1 2015 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 33 funds tracked by Wall St. Rank hold MGF as of Q1 2016.

  • Gupta Wealth Management reported no remaining Aberdeen Government Markets Income Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 766 Aberdeen Government Markets Income Fund shares in Q1 2016, an estimated $4K.
  • Gupta Wealth Management first reported a position in Aberdeen Government Markets Income Fund in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Aberdeen Government Markets Income Fund position peaked at $9K in Q3 2015.
  • 33 funds tracked by Wall St. Rank held Aberdeen Government Markets Income Fund as of Q1 2016.

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