GWM
MNR

Gupta Wealth Management’s Monmouth Real Estate Investment Corp MNR Stock Holding History

Gupta Wealth Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$7K Hold
601
– – ﹤0.01% 930
2015
Q4 		$6K Hold
601
– – ﹤0.01% 1006
2015
Q3 		$6K Sell
601
-639
-52% -$6.17K ﹤0.01% 1034
2015
Q2 		$12K Buy
+1,240
New +$12.5K ﹤0.01% 867

Other funds holding MNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Gupta Wealth Management held its Monmouth Real Estate Investment Corp (MNR) position steady in Q1 2016 at 601 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Gupta Wealth Management first reported a position in MNR in Q2 2015 and has held it in 4 quarters since. The position peaked at $12K in Q2 2015. 168 funds tracked by Wall St. Rank hold MNR as of Q1 2016.

  • Gupta Wealth Management held 601 shares of Monmouth Real Estate Investment Corp worth $7K as of Q1 2016.
  • Gupta Wealth Management left its Monmouth Real Estate Investment Corp share count unchanged in Q1 2016.
  • Monmouth Real Estate Investment Corp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #930 holding.
  • Gupta Wealth Management first reported a position in Monmouth Real Estate Investment Corp in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Monmouth Real Estate Investment Corp position peaked at $12K in Q2 2015.
  • 168 funds tracked by Wall St. Rank held Monmouth Real Estate Investment Corp as of Q1 2016.

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