GWM
VR

Gupta Wealth Management’s Validus Hold Ltd VR Stock Holding History

Gupta Wealth Management’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-59
Closed -$2K – 1363
2015
Q1 		$2K Buy
+59
New +$2.43K ﹤0.01% 1057

Other funds holding VR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gupta Wealth Management's VR Position: Q2 2015 in Review

Gupta Wealth Management sold out of Validus Hold Ltd (VR) in Q2 2015, closing a stake of 59 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in VR in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 209 funds tracked by Wall St. Rank hold VR as of Q2 2015.

  • Gupta Wealth Management reported no remaining Validus Hold Ltd position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 59 Validus Hold Ltd shares in Q2 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in Validus Hold Ltd in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Validus Hold Ltd position peaked at $2K in Q1 2015.
  • 209 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.