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Gupta Wealth Management’s Regal Rexnord RRX Stock Holding History

Gupta Wealth Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$16K Hold
250
– – ﹤0.01% 729
2015
Q4 		$15K Buy
+250
New +$15.3K ﹤0.01% 773

Other funds holding RRX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Gupta Wealth Management held its Regal Rexnord (RRX) position steady in Q1 2016 at 250 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Gupta Wealth Management first reported a position in RRX in Q4 2015 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold RRX as of Q1 2016.

  • Gupta Wealth Management held 250 shares of Regal Rexnord worth $16K as of Q1 2016.
  • Gupta Wealth Management left its Regal Rexnord share count unchanged in Q1 2016.
  • Regal Rexnord made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #729 holding.
  • Gupta Wealth Management first reported a position in Regal Rexnord in Q4 2015 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2016.

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