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Gupta Wealth Management’s Aecom ACM Stock Holding History

Gupta Wealth Management’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$17K Sell
542
-200
-27% -$5.55K ﹤0.01% 699
2015
Q4 		$22K Buy
+742
New +$22.3K 0.01% 633
2015
Q2 		– Sell
-209
Closed -$6K – 1249
2015
Q1 		$6K Buy
+209
New +$5.96K ﹤0.01% 843

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gupta Wealth Management reduced its Aecom (ACM) stake by 27% in Q1 2016, selling an estimated $5.55K and leaving 542 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Gupta Wealth Management first reported a position in ACM in Q1 2015 and has held it in 3 quarters since. The position peaked at $22K in Q4 2015. 253 funds tracked by Wall St. Rank hold ACM as of Q1 2016.

  • Gupta Wealth Management held 542 shares of Aecom worth $17K as of Q1 2016.
  • Gupta Wealth Management sold 200 Aecom shares in Q1 2016, an estimated $5.55K.
  • Aecom made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #699 holding.
  • Gupta Wealth Management first reported a position in Aecom in Q1 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Aecom position peaked at $22K in Q4 2015.
  • 253 funds tracked by Wall St. Rank held Aecom as of Q1 2016.

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