Gupta Wealth Management’s Air Products & Chemicals APD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$359K	Sell	2,693 -22	-0.8%	-$2.66K	0.08%	172
2015 Q4	$327K	Sell	2,715 -163	-6%	-$20.5K	0.08%	180
2015 Q3	$340K	Sell	2,878 -108	-4%	-$13.7K	0.08%	174
2015 Q2	$378K	Sell	2,986 -135	-4%	-$18.4K	0.09%	178
2015 Q1	$437K	Buy	+3,121	New	+$432K	0.13%	139

Other funds holding APD

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BIT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Gupta Wealth Management reduced its Air Products & Chemicals (APD) stake by 0.81% in Q1 2016, selling an estimated $2.66K and leaving 2,693 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #172.

Gupta Wealth Management first reported a position in APD in Q1 2015 and has held it in 5 quarters since. The position peaked at $437K in Q1 2015. 830 funds tracked by Wall St. Rank hold APD as of Q1 2016.

Gupta Wealth Management held 2,693 shares of Air Products & Chemicals worth $359K as of Q1 2016.
Gupta Wealth Management sold 22 Air Products & Chemicals shares in Q1 2016, an estimated $2.66K.
Air Products & Chemicals made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #172 holding.
Gupta Wealth Management first reported a position in Air Products & Chemicals in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Air Products & Chemicals position peaked at $437K in Q1 2015.
830 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2016.

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