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Gupta Wealth Management’s Stoneridge SRI Stock Holding History

Gupta Wealth Management’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$50K Buy
3,435
+2,310
+205% +$29.1K 0.01% 444
2015
Q4 		$17K Buy
+1,125
New +$15.1K ﹤0.01% 713

Other funds holding SRI

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

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

Gupta Wealth Management increased its Stoneridge (SRI) stake by 205% in Q1 2016, buying an estimated $29.1K and bringing the position to 3,435 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #444.

Gupta Wealth Management first reported a position in SRI in Q4 2015 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold SRI as of Q1 2016.

  • Gupta Wealth Management held 3,435 shares of Stoneridge worth $50K as of Q1 2016.
  • Gupta Wealth Management bought 2,310 Stoneridge shares in Q1 2016, an estimated $29.1K.
  • Stoneridge made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #444 holding.
  • Gupta Wealth Management first reported a position in Stoneridge in Q4 2015 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Stoneridge as of Q1 2016.

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