GWM
NWHM

Gupta Wealth Management’s THE NEW HOME COMPANY INC. NWHM Stock Holding History

Gupta Wealth Management’s Portfolio NWHM Stock Details NWHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$12K Hold
1,000
– – ﹤0.01% 830
2015
Q4 		$13K Hold
1,000
– – ﹤0.01% 826
2015
Q3 		$13K Hold
1,000
– – ﹤0.01% 856
2015
Q2 		$17K Hold
1,000
– – ﹤0.01% 776
2015
Q1 		$16K Buy
+1,000
New +$14.3K ﹤0.01% 663

Other funds holding NWHM

First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Gupta Wealth Management held its THE NEW HOME COMPANY INC. (NWHM) position steady in Q1 2016 at 1,000 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Gupta Wealth Management first reported a position in NWHM in Q1 2015 and has held it in 5 quarters since. The position peaked at $17K in Q2 2015. 51 funds tracked by Wall St. Rank hold NWHM as of Q1 2016.

  • Gupta Wealth Management held 1,000 shares of THE NEW HOME COMPANY INC. worth $12K as of Q1 2016.
  • Gupta Wealth Management left its THE NEW HOME COMPANY INC. share count unchanged in Q1 2016.
  • THE NEW HOME COMPANY INC. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #830 holding.
  • Gupta Wealth Management first reported a position in THE NEW HOME COMPANY INC. in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's THE NEW HOME COMPANY INC. position peaked at $17K in Q2 2015.
  • 51 funds tracked by Wall St. Rank held THE NEW HOME COMPANY INC. as of Q1 2016.

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