GWM
SGL

Gupta Wealth Management’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Gupta Wealth Management’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-856
Closed -$7K – 1411
2015
Q3 		$7K Hold
856
– – ﹤0.01% 1008
2015
Q2 		$7K Buy
+856
New +$7.34K ﹤0.01% 982

Other funds holding SGL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Gupta Wealth Management's SGL Position: Q4 2015 in Review

Gupta Wealth Management sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q4 2015, closing a stake of 856 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in SGL in Q2 2015 and held it in 2 quarters. The position peaked at $7K in Q3 2015. 30 funds tracked by Wall St. Rank hold SGL as of Q4 2015.

  • Gupta Wealth Management reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 856 STRATEGIC GLOBAL INCOME FUND shares in Q4 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in STRATEGIC GLOBAL INCOME FUND in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's STRATEGIC GLOBAL INCOME FUND position peaked at $7K in Q3 2015.
  • 30 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.