GWM
MINI

Gupta Wealth Management’s Mobile Mini Inc MINI Stock Holding History

Gupta Wealth Management’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-681
Closed -$21K – 1326
2015
Q4 		$21K Hold
681
– – 0.01% 652
2015
Q3 		$21K Buy
681
+118
+21% +$4.17K 0.01% 681
2015
Q2 		$24K Sell
563
-175
-24% -$7.17K 0.01% 696
2015
Q1 		$31K Buy
+738
New +$29.4K 0.01% 497

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gupta Wealth Management sold out of Mobile Mini Inc (MINI) in Q1 2016, closing a stake of 681 shares — an estimated $21K sold.

Gupta Wealth Management first reported a position in MINI in Q1 2015 and held it in 4 quarters. The position peaked at $31K in Q1 2015. 160 funds tracked by Wall St. Rank hold MINI as of Q1 2016.

  • Gupta Wealth Management reported no remaining Mobile Mini Inc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 681 Mobile Mini Inc shares in Q1 2016, an estimated $21K.
  • Gupta Wealth Management first reported a position in Mobile Mini Inc in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Mobile Mini Inc position peaked at $31K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q1 2016.

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