Gupta Wealth Management’s Apple AAPL Stock Holding History

Gupta Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$16.4M	Buy	600,288 +44,940	+8%	+$1.12M	3.83%	3
2015 Q4	$14.6M	Buy	555,348 +12,644	+2%	+$361K	3.71%	3
2015 Q3	$15M	Buy	542,704 +45,292	+9%	+$1.33M	3.65%	2
2015 Q2	$15.6M	Buy	497,412 +59,996	+14%	+$1.92M	3.83%	2
2015 Q1	$13.6M	Buy	+437,416	New	+$13.2M	4%	1

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gupta Wealth Management increased its Apple (AAPL) stake by 8.1% in Q1 2016, buying an estimated $1.12M and bringing the position to 600,288 shares worth $16.4M. The position accounts for 3.83% of the portfolio, ranked #3.

Gupta Wealth Management first reported a position in AAPL in Q1 2015 and has held it in 5 quarters since. 2,401 funds tracked by Wall St. Rank hold AAPL as of Q1 2016.

Gupta Wealth Management held 600,288 shares of Apple worth $16.4M as of Q1 2016.
Gupta Wealth Management bought 44,940 Apple shares in Q1 2016, an estimated $1.12M.
Apple made up 3.83% of Gupta Wealth Management's portfolio in Q1 2016, its #3 holding.
Gupta Wealth Management first reported a position in Apple in Q1 2015 and has held it in 5 quarters since.
2,401 funds tracked by Wall St. Rank held Apple as of Q1 2016.

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