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Gupta Wealth Management’s Alcoa AA Stock Holding History

Gupta Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$31K Sell
1,351
-5,704
-81% -$116K 0.01% 558
2015
Q4 		$167K Sell
7,055
-2,501
-26% -$55.8K 0.04% 269
2015
Q3 		$222K Sell
9,556
-1,564
-14% -$36.6K 0.05% 232
2015
Q2 		$298K Buy
11,120
+10,540
+1,817% +$327K 0.07% 202
2015
Q1 		$18K Buy
+580
New +$20.8K 0.01% 625

Other funds holding AA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Gupta Wealth Management reduced its Alcoa (AA) stake by 81% in Q1 2016, selling an estimated $116K and leaving 1,351 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #558.

Gupta Wealth Management first reported a position in AA in Q1 2015 and has held it in 5 quarters since. The position peaked at $298K in Q2 2015. 609 funds tracked by Wall St. Rank hold AA as of Q1 2016.

  • Gupta Wealth Management held 1,351 shares of Alcoa worth $31K as of Q1 2016.
  • Gupta Wealth Management sold 5,704 Alcoa shares in Q1 2016, an estimated $116K.
  • Alcoa made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #558 holding.
  • Gupta Wealth Management first reported a position in Alcoa in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Alcoa position peaked at $298K in Q2 2015.
  • 609 funds tracked by Wall St. Rank held Alcoa as of Q1 2016.

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