Gupta Wealth Management’s Accenture ACN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.7M	Buy	14,734 +4,558	+45%	+$468K	0.4%	62
2015 Q4	$1.06M	Buy	10,176 +8,928	+715%	+$942K	0.27%	83
2015 Q3	$123K	Sell	1,248 -26	-2%	-$2.58K	0.03%	318
2015 Q2	$123K	Buy	1,274 +632	+98%	+$60.4K	0.03%	319
2015 Q1	$60K	Buy	+642	New	+$57.3K	0.02%	377

Other funds holding ACN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Gupta Wealth Management increased its Accenture (ACN) stake by 45% in Q1 2016, buying an estimated $468K and bringing the position to 14,734 shares worth $1.7M. The position accounts for 0.4% of the portfolio, ranked #62.

Gupta Wealth Management first reported a position in ACN in Q1 2015 and has held it in 5 quarters since. 1,025 funds tracked by Wall St. Rank hold ACN as of Q1 2016.

Gupta Wealth Management held 14,734 shares of Accenture worth $1.7M as of Q1 2016.
Gupta Wealth Management bought 4,558 Accenture shares in Q1 2016, an estimated $468K.
Accenture made up 0.4% of Gupta Wealth Management's portfolio in Q1 2016, its #62 holding.
Gupta Wealth Management first reported a position in Accenture in Q1 2015 and has held it in 5 quarters since.
1,025 funds tracked by Wall St. Rank held Accenture as of Q1 2016.

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