Gupta Wealth Management’s Western Asset Corporate Loan Fund Inc. TLI Stock Holding History

Gupta Wealth Management’s Portfolio TLI Stock Details TLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,077	Closed	-$11K	–	1323
2015 Q4	$11K	Hold	1,077	–	–	﹤0.01%	866
2015 Q3	$11K	Hold	1,077	–	–	﹤0.01%	892
2015 Q2	$12K	Hold	1,077	–	–	﹤0.01%	864
2015 Q1	$12K	Buy	+1,077	New	+$11.9K	﹤0.01%	722

Other funds holding TLI

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

DIA

Dean Investment Associates Beavercreek, Ohio $761M AUM 33.5% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $368M AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gupta Wealth Management sold out of Western Asset Corporate Loan Fund Inc. (TLI) in Q1 2016, closing a stake of 1,077 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in TLI in Q1 2015 and held it in 4 quarters. The position peaked at $12K in Q2 2015. 27 funds tracked by Wall St. Rank hold TLI as of Q1 2016.

Gupta Wealth Management reported no remaining Western Asset Corporate Loan Fund Inc. position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 1,077 Western Asset Corporate Loan Fund Inc. shares in Q1 2016, an estimated $11K.
Gupta Wealth Management first reported a position in Western Asset Corporate Loan Fund Inc. in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's Western Asset Corporate Loan Fund Inc. position peaked at $12K in Q2 2015.
27 funds tracked by Wall St. Rank held Western Asset Corporate Loan Fund Inc. as of Q1 2016.

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