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Gupta Wealth Management’s OGE Energy OGE Stock Holding History

Gupta Wealth Management’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$17K Buy
+587
New +$15.5K ﹤0.01% 709
2015
Q4 		– Sell
-249
Closed -$7K – 1325
2015
Q3 		$7K Buy
+249
New +$7.1K ﹤0.01% 994

Other funds holding OGE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in OGE Energy (OGE) in Q1 2016: 587 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in OGE as recently as Q3 2015.

Gupta Wealth Management first reported a position in OGE in Q3 2015 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold OGE as of Q1 2016.

  • Gupta Wealth Management held 587 shares of OGE Energy worth $17K as of Q1 2016.
  • OGE Energy was a new Gupta Wealth Management position in Q1 2016.
  • OGE Energy made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #709 holding.
  • Gupta Wealth Management first reported a position in OGE Energy in Q3 2015 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held OGE Energy as of Q1 2016.

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