Gupta Wealth Management’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$4.16M	Buy	68,724 +2,890	+4%	+$161K	0.98%	22
2015 Q4	$3.29M	Buy	65,834 +89	+0.1%	+$4.25K	0.84%	26
2015 Q3	$3.02M	Buy	65,745 +6,755	+11%	+$305K	0.74%	30
2015 Q2	$2.54M	Buy	58,990 +13,480	+30%	+$617K	0.62%	46
2015 Q1	$2.28M	Buy	+45,510	New	+$2.28M	0.67%	43

Other funds holding O

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

SAMC

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gupta Wealth Management increased its Realty Income (O) stake by 4.4% in Q1 2016, buying an estimated $161K and bringing the position to 68,724 shares worth $4.16M. The position accounts for 0.98% of the portfolio, ranked #22.

Gupta Wealth Management first reported a position in O in Q1 2015 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold O as of Q1 2016.

Gupta Wealth Management held 68,724 shares of Realty Income worth $4.16M as of Q1 2016.
Gupta Wealth Management bought 2,890 Realty Income shares in Q1 2016, an estimated $161K.
Realty Income made up 0.98% of Gupta Wealth Management's portfolio in Q1 2016, its #22 holding.
Gupta Wealth Management first reported a position in Realty Income in Q1 2015 and has held it in 5 quarters since.
567 funds tracked by Wall St. Rank held Realty Income as of Q1 2016.

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