GWM
TOFR

Gupta Wealth Management’s Stock Split Index Fund TOFR Stock Holding History

Gupta Wealth Management’s Portfolio TOFR Stock Details TOFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-62
Closed -$1K – 1404
2015
Q3 		$1K Buy
+62
New +$995 ﹤0.01% 1242

Other funds holding TOFR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Gupta Wealth Management sold out of Stock Split Index Fund (TOFR) in Q4 2015, closing a stake of 62 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in TOFR in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 7 funds tracked by Wall St. Rank hold TOFR as of Q4 2015.

  • Gupta Wealth Management reported no remaining Stock Split Index Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 62 Stock Split Index Fund shares in Q4 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in Stock Split Index Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Stock Split Index Fund position peaked at $1K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held Stock Split Index Fund as of Q4 2015.

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