GWM
PGP

Gupta Wealth Management’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

Gupta Wealth Management’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-100
Closed -$2K – 1329
2015
Q2 		$2K Buy
+100
New +$2.09K ﹤0.01% 1146

Other funds holding PGP

MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Gupta Wealth Management's PGP Position: Q3 2015 in Review

Gupta Wealth Management sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q3 2015, closing a stake of 100 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in PGP in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 21 funds tracked by Wall St. Rank hold PGP as of Q3 2015.

  • Gupta Wealth Management reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 100 PIMCO Global StockPLUS & Income Fund shares in Q3 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in PIMCO Global StockPLUS & Income Fund in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's PIMCO Global StockPLUS & Income Fund position peaked at $2K in Q2 2015.
  • 21 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.