Gupta Wealth Management »

Alerian Mlp Etf shares owned by Gupta Wealth Management

Quarter-by-quarter ownership of Alerian Mlp Etf shares owned by Gupta Wealth Management from 13F filings

Historical chart of Gupta Wealth Management investment in Alerian Mlp Etf

Tip: Access up to 7 years of quarterly data

All positions including Alerian Mlp Etf held by Gupta Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Alerian Mlp Etf by Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $1.1M 96k 10.92
2015-12-31 $652k 54k 12.05
2015-09-30 $415k 33k 12.48
2015-06-30 $578k 37k 15.56
2015-03-31 $646k 39k 16.58

More positions owned by Gupta Wealth Management

iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
Vanguard Mid-Cap Value ETF (VOE)
Boeing Company (BA)
Vanguard Lg Term Govt Bd ETF (VGLT)
WisdomTree SmallCap Dividend Fund (DES)
WisdomTree Intl. LargeCap Div (DOL)
Intel Corporation (INTC)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)

View all positions for Gupta Wealth Management

Top funds holding Alerian Mlp Etf

Sterling Investment Advisors
SpiderRock Advisors
A. D. Beadell Investment Counsel
Huntington National Bank

View all funds holding Alerian Mlp Etf