Gupta Wealth Management’s NNN REIT NNN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2.36M	Buy	51,143 +7,143	+16%	+$310K	0.55%	42
2015 Q4	$1.76M	Sell	44,000 -2,918	-6%	-$111K	0.45%	51
2015 Q3	$1.7M	Buy	46,918 +3,049	+7%	+$111K	0.41%	57
2015 Q2	$1.54M	Buy	43,869 +15,214	+53%	+$583K	0.38%	62
2015 Q1	$1.17M	Buy	+28,655	New	+$1.19M	0.35%	72

Other funds holding NNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gupta Wealth Management increased its NNN REIT (NNN) stake by 16% in Q1 2016, buying an estimated $310K and bringing the position to 51,143 shares worth $2.36M. The position accounts for 0.55% of the portfolio, ranked #42.

Gupta Wealth Management first reported a position in NNN in Q1 2015 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold NNN as of Q1 2016.

Gupta Wealth Management held 51,143 shares of NNN REIT worth $2.36M as of Q1 2016.
Gupta Wealth Management bought 7,143 NNN REIT shares in Q1 2016, an estimated $310K.
NNN REIT made up 0.55% of Gupta Wealth Management's portfolio in Q1 2016, its #42 holding.
Gupta Wealth Management first reported a position in NNN REIT in Q1 2015 and has held it in 5 quarters since.
312 funds tracked by Wall St. Rank held NNN REIT as of Q1 2016.

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