GWM
RWT

Gupta Wealth Management’s Redwood Trust RWT Stock Holding History

Gupta Wealth Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-340
Closed -$6K – 1312
2015
Q1 		$6K Buy
+340
New +$6.59K ﹤0.01% 865

Other funds holding RWT

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Gupta Wealth Management's RWT Position: Q2 2015 in Review

Gupta Wealth Management sold out of Redwood Trust (RWT) in Q2 2015, closing a stake of 340 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in RWT in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 148 funds tracked by Wall St. Rank hold RWT as of Q2 2015.

  • Gupta Wealth Management reported no remaining Redwood Trust position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 340 Redwood Trust shares in Q2 2015, an estimated $6K.
  • Gupta Wealth Management first reported a position in Redwood Trust in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Redwood Trust position peaked at $6K in Q1 2015.
  • 148 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.