Gupta Wealth Management’s Allstate ALL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$33K	Sell	493 -33	-6%	-$2.07K	0.01%	537
2015 Q4	$33K	Buy	526 +3	+0.6%	+$187	0.01%	525
2015 Q3	$30K	Buy	523 +2	+0.4%	+$125	0.01%	571
2015 Q2	$34K	Sell	521 -196	-27%	-$13.4K	0.01%	561
2015 Q1	$42K	Buy	+717	New	+$50.6K	0.01%	431

Other funds holding ALL

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

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

BIT

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Gupta Wealth Management reduced its Allstate (ALL) stake by 6.3% in Q1 2016, selling an estimated $2.07K and leaving 493 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #537.

Gupta Wealth Management first reported a position in ALL in Q1 2015 and has held it in 5 quarters since. The position peaked at $42K in Q1 2015. 820 funds tracked by Wall St. Rank hold ALL as of Q1 2016.

Gupta Wealth Management held 493 shares of Allstate worth $33K as of Q1 2016.
Gupta Wealth Management sold 33 Allstate shares in Q1 2016, an estimated $2.07K.
Allstate made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #537 holding.
Gupta Wealth Management first reported a position in Allstate in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Allstate position peaked at $42K in Q1 2015.
820 funds tracked by Wall St. Rank held Allstate as of Q1 2016.

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