GWM
SR icon

Gupta Wealth Management’s Spire SR Stock Holding History

Gupta Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-940
Closed -$47K – 1353
2015
Q3 		$47K Hold
940
– – 0.01% 463
2015
Q2 		$49K Hold
940
– – 0.01% 475
2015
Q1 		$48K Buy
+940
New +$49.3K 0.01% 412

Other funds holding SR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gupta Wealth Management sold out of Spire (SR) in Q4 2015, closing a stake of 940 shares — an estimated $47K sold.

Gupta Wealth Management first reported a position in SR in Q1 2015 and held it in 3 quarters. The position peaked at $49K in Q2 2015. 224 funds tracked by Wall St. Rank hold SR as of Q4 2015.

  • Gupta Wealth Management reported no remaining Spire position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 940 Spire shares in Q4 2015, an estimated $47K.
  • Gupta Wealth Management first reported a position in Spire in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Spire position peaked at $49K in Q2 2015.
  • 224 funds tracked by Wall St. Rank held Spire as of Q4 2015.

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