Gupta Wealth Management’s RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest RPT.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-600
Closed -$36K 1366
2015
Q2
$36K Hold
600
0.01% 548
2015
Q1
$40K Buy
+600
New +$41K 0.01% 445

Other funds holding RPT.PRD

Gupta Wealth Management's RPT.PRD Position: Q3 2015 in Review

Gupta Wealth Management sold out of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) in Q3 2015, closing a stake of 600 shares — an estimated $36K sold.

Gupta Wealth Management first reported a position in RPT.PRD in Q1 2015 and held it in 2 quarters. The position peaked at $40K in Q1 2015. 17 funds tracked by Wall St. Rank hold RPT.PRD as of Q3 2015.

  • Gupta Wealth Management reported no remaining RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 600 RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest shares in Q3 2015, an estimated $36K.
  • Gupta Wealth Management first reported a position in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest position peaked at $40K in Q1 2015.
  • 17 funds tracked by Wall St. Rank held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest as of Q3 2015.

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