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Gupta Wealth Management’s Valmont Industries VMI Stock Holding History

Gupta Wealth Management’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$18K Hold
147
– – ﹤0.01% 688
2015
Q4 		$16K Buy
+147
New +$15.9K ﹤0.01% 746

Other funds holding VMI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gupta Wealth Management held its Valmont Industries (VMI) position steady in Q1 2016 at 147 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Gupta Wealth Management first reported a position in VMI in Q4 2015 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold VMI as of Q1 2016.

  • Gupta Wealth Management held 147 shares of Valmont Industries worth $18K as of Q1 2016.
  • Gupta Wealth Management left its Valmont Industries share count unchanged in Q1 2016.
  • Valmont Industries made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #688 holding.
  • Gupta Wealth Management first reported a position in Valmont Industries in Q4 2015 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Valmont Industries as of Q1 2016.

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