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Brookfield Asset Management shares owned by Gupta Wealth Management

Quarter-by-quarter ownership of Brookfield Asset Management shares owned by Gupta Wealth Management from 13F filings

Historical chart of Gupta Wealth Management investment in Brookfield Asset Management

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All positions including Brookfield Asset Management held by Gupta Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Asset Management by Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $885k 25k 34.81
2015-12-31 $583k 19k 31.54
2015-09-30 $581k 19k 31.43
2015-06-30 $527k 15k 34.96
2015-03-31 $494k 9.2k 53.62

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 Brookfield Asset Management

Retirement Group
Wulff, Hansen & Co.
Lummis Asset Management
Huntington National Bank

View all funds holding Brookfield Asset Management