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Gupta Wealth Management’s Grupo SIMEC SIM Stock Holding History

Gupta Wealth Management’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$7K – 1266
2015
Q4 		$7K Buy
+1,000
New +$7.36K ﹤0.01% 969

Other funds holding SIM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Gupta Wealth Management sold out of Grupo SIMEC (SIM) in Q1 2016, closing a stake of 1,000 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in SIM in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 20 funds tracked by Wall St. Rank hold SIM as of Q1 2016.

  • Gupta Wealth Management reported no remaining Grupo SIMEC position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,000 Grupo SIMEC shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in Grupo SIMEC in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Grupo SIMEC position peaked at $7K in Q4 2015.
  • 20 funds tracked by Wall St. Rank held Grupo SIMEC as of Q1 2016.

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