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Gupta Wealth Management’s APA Corp APA Stock Holding History

Gupta Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$34K Buy
701
+507
+261% +$21.1K 0.01% 526
2015
Q4 		$9K Buy
194
+151
+351% +$7.04K ﹤0.01% 903
2015
Q3 		$2K Sell
43
-90
-68% -$4.09K ﹤0.01% 1123
2015
Q2 		$8K Hold
133
– – ﹤0.01% 943
2015
Q1 		$8K Buy
+133
New +$8.37K ﹤0.01% 798

Other funds holding APA

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Gupta Wealth Management increased its APA Corp (APA) stake by 261% in Q1 2016, buying an estimated $21.1K and bringing the position to 701 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #526.

Gupta Wealth Management first reported a position in APA in Q1 2015 and has held it in 5 quarters since. 704 funds tracked by Wall St. Rank hold APA as of Q1 2016.

  • Gupta Wealth Management held 701 shares of APA Corp worth $34K as of Q1 2016.
  • Gupta Wealth Management bought 507 APA Corp shares in Q1 2016, an estimated $21.1K.
  • APA Corp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #526 holding.
  • Gupta Wealth Management first reported a position in APA Corp in Q1 2015 and has held it in 5 quarters since.
  • 704 funds tracked by Wall St. Rank held APA Corp as of Q1 2016.

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