GWM
SEP

Gupta Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History

Gupta Wealth Management’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$115K Buy
+2,400
New +$109K 0.03% 310
2015
Q4 		– Sell
-1,800
Closed -$72K – 1395
2015
Q3 		$72K Hold
1,800
– – 0.02% 393
2015
Q2 		$83K Hold
1,800
– – 0.02% 374
2015
Q1 		$93K Buy
+1,800
New +$96.4K 0.03% 314

Other funds holding SEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in Spectra Engy Parters Lp (SEP) in Q1 2016: 2,400 shares worth $115K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in SEP as recently as Q3 2015.

Gupta Wealth Management first reported a position in SEP in Q1 2015 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold SEP as of Q1 2016.

  • Gupta Wealth Management held 2,400 shares of Spectra Engy Parters Lp worth $115K as of Q1 2016.
  • Spectra Engy Parters Lp was a new Gupta Wealth Management position in Q1 2016.
  • Spectra Engy Parters Lp made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #310 holding.
  • Gupta Wealth Management first reported a position in Spectra Engy Parters Lp in Q1 2015 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q1 2016.

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