GWM
SFR

Gupta Wealth Management’s Starwood Waypoint Homes SFR Stock Holding History

Gupta Wealth Management’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-500
Closed -$13K – 1375
2015
Q1 		$13K Buy
+500
New +$12.6K ﹤0.01% 714

Other funds holding SFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management sold out of Starwood Waypoint Homes (SFR) in Q2 2015, closing a stake of 500 shares — an estimated $13K sold.

Gupta Wealth Management first reported a position in SFR in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 150 funds tracked by Wall St. Rank hold SFR as of Q2 2015.

  • Gupta Wealth Management reported no remaining Starwood Waypoint Homes position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 500 Starwood Waypoint Homes shares in Q2 2015, an estimated $13K.
  • Gupta Wealth Management first reported a position in Starwood Waypoint Homes in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Starwood Waypoint Homes position peaked at $13K in Q1 2015.
  • 150 funds tracked by Wall St. Rank held Starwood Waypoint Homes as of Q2 2015.

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