GWM
SBW

Gupta Wealth Management’s Western Asset Worldwide Income SBW Stock Holding History

Gupta Wealth Management’s Portfolio SBW Stock Details SBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$10K Hold
1,000
– – ﹤0.01% 868
2015
Q4 		$10K Hold
1,000
– – ﹤0.01% 898
2015
Q3 		$10K Hold
1,000
– – ﹤0.01% 919
2015
Q2 		$11K Hold
1,000
– – ﹤0.01% 885
2015
Q1 		$11K Buy
+1,000
New +$11.3K ﹤0.01% 744

Other funds holding SBW

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gupta Wealth Management held its Western Asset Worldwide Income (SBW) position steady in Q1 2016 at 1,000 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Gupta Wealth Management first reported a position in SBW in Q1 2015 and has held it in 5 quarters since. The position peaked at $11K in Q2 2015. 38 funds tracked by Wall St. Rank hold SBW as of Q1 2016.

  • Gupta Wealth Management held 1,000 shares of Western Asset Worldwide Income worth $10K as of Q1 2016.
  • Gupta Wealth Management left its Western Asset Worldwide Income share count unchanged in Q1 2016.
  • Western Asset Worldwide Income made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #868 holding.
  • Gupta Wealth Management first reported a position in Western Asset Worldwide Income in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Western Asset Worldwide Income position peaked at $11K in Q2 2015.
  • 38 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q1 2016.

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