Gupta Wealth Management’s Morgan Stanley Emerging Mkts Fd MSF Stock Holding History

Gupta Wealth Management’s Portfolio MSF Stock Details MSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$11K	Hold	387	–	–	﹤0.01%	849
2015 Q4	$11K	Sell	387 -66	-15%	-$867	﹤0.01%	869
2015 Q3	$12K	Buy	+453	New	+$6.13K	﹤0.01%	873
2015 Q2	–	Sell	-453	Closed	-$12K	–	1362
2015 Q1	$12K	Buy	+453	New	+$6.7K	﹤0.01%	725

Other funds holding MSF

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

APFBOT

Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

ARMT

Amica Retiree Medical Trust Lincoln, Rhode Island $73.2M AUM 17.33% 1-Year Est. Return

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

Gupta Wealth Management held its Morgan Stanley Emerging Mkts Fd (MSF) position steady in Q1 2016 at 387 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Gupta Wealth Management first reported a position in MSF in Q1 2015 and has held it in 4 quarters since. The position peaked at $12K in Q3 2015. 40 funds tracked by Wall St. Rank hold MSF as of Q1 2016.

Gupta Wealth Management held 387 shares of Morgan Stanley Emerging Mkts Fd worth $11K as of Q1 2016.
Gupta Wealth Management left its Morgan Stanley Emerging Mkts Fd share count unchanged in Q1 2016.
Morgan Stanley Emerging Mkts Fd made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #849 holding.
Gupta Wealth Management first reported a position in Morgan Stanley Emerging Mkts Fd in Q1 2015 and has held it in 4 quarters since.
Gupta Wealth Management's Morgan Stanley Emerging Mkts Fd position peaked at $12K in Q3 2015.
40 funds tracked by Wall St. Rank held Morgan Stanley Emerging Mkts Fd as of Q1 2016.

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