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Gupta Wealth Management’s W.R. Berkley WRB Stock Holding History

Gupta Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$8K Hold
489
– – ﹤0.01% 907
2015
Q4 		$8K Hold
489
– – ﹤0.01% 942
2015
Q3 		$8K Hold
489
– – ﹤0.01% 968
2015
Q2 		$7K Buy
+489
New +$7.29K ﹤0.01% 977

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gupta Wealth Management held its W.R. Berkley (WRB) position steady in Q1 2016 at 489 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Gupta Wealth Management first reported a position in WRB in Q2 2015 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold WRB as of Q1 2016.

  • Gupta Wealth Management held 489 shares of W.R. Berkley worth $8K as of Q1 2016.
  • Gupta Wealth Management left its W.R. Berkley share count unchanged in Q1 2016.
  • W.R. Berkley made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #907 holding.
  • Gupta Wealth Management first reported a position in W.R. Berkley in Q2 2015 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2016.

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