Gupta Wealth Management’s Vanguard Natural Resources, LLC VNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1K	Hold	700	–	–	﹤0.01%	1146
2015 Q4	$2K	Hold	700	–	–	﹤0.01%	1162
2015 Q3	$5K	Sell	700 -1,283	-65%	-$12.8K	﹤0.01%	1054
2015 Q2	$30K	Buy	1,983 +1,283	+183%	+$20.1K	0.01%	642
2015 Q1	$10K	Buy	+700	New	+$10.9K	﹤0.01%	769

Other funds holding VNR

GFWEV

G.F.W. Energy VIII Irving, Texas $76.3M AUM 11.41% 1-Year Est. Return

LRM

Lime Rock Management Westport, Connecticut $7.54M AUM 22.09% 1-Year Est. Return

GFWEV

G.F.W. Energy VII Irving, Texas $1.49M AUM 89.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Gupta Wealth Management held its Vanguard Natural Resources, LLC (VNR) position steady in Q1 2016 at 700 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Gupta Wealth Management first reported a position in VNR in Q1 2015 and has held it in 5 quarters since. The position peaked at $30K in Q2 2015. 112 funds tracked by Wall St. Rank hold VNR as of Q1 2016.

Gupta Wealth Management held 700 shares of Vanguard Natural Resources, LLC worth $1K as of Q1 2016.
Gupta Wealth Management left its Vanguard Natural Resources, LLC share count unchanged in Q1 2016.
Vanguard Natural Resources, LLC made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1146 holding.
Gupta Wealth Management first reported a position in Vanguard Natural Resources, LLC in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Natural Resources, LLC position peaked at $30K in Q2 2015.
112 funds tracked by Wall St. Rank held Vanguard Natural Resources, LLC as of Q1 2016.

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