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Gupta Wealth Management’s Marten Transport MRTN Stock Holding History

Gupta Wealth Management’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,040
Closed -$7K – 1227
2015
Q4 		$7K Hold
1,040
– – ﹤0.01% 963
2015
Q3 		$7K Hold
1,040
– – ﹤0.01% 992
2015
Q2 		$9K Hold
1,040
– – ﹤0.01% 924
2015
Q1 		$10K Buy
+1,040
New +$9.19K ﹤0.01% 757

Other funds holding MRTN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Gupta Wealth Management sold out of Marten Transport (MRTN) in Q1 2016, closing a stake of 1,040 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in MRTN in Q1 2015 and held it in 4 quarters. The position peaked at $10K in Q1 2015. 141 funds tracked by Wall St. Rank hold MRTN as of Q1 2016.

  • Gupta Wealth Management reported no remaining Marten Transport position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,040 Marten Transport shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in Marten Transport in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Marten Transport position peaked at $10K in Q1 2015.
  • 141 funds tracked by Wall St. Rank held Marten Transport as of Q1 2016.

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