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Gupta Wealth Management’s Aptiv APTV Stock Holding History

Gupta Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$90K Buy
1,195
+25
+2% +$1.71K 0.02% 341
2015
Q4 		$100K Buy
1,170
+500
+75% +$41.8K 0.03% 319
2015
Q3 		$51K Hold
670
– – 0.01% 446
2015
Q2 		$57K Buy
670
+445
+198% +$38.1K 0.01% 443
2015
Q1 		$18K Buy
+225
New +$16.9K 0.01% 626

Other funds holding APTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
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

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

Gupta Wealth Management increased its Aptiv (APTV) stake by 2.1% in Q1 2016, buying an estimated $1.71K and bringing the position to 1,195 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #341.

Gupta Wealth Management first reported a position in APTV in Q1 2015 and has held it in 5 quarters since. The position peaked at $100K in Q4 2015. 475 funds tracked by Wall St. Rank hold APTV as of Q1 2016.

  • Gupta Wealth Management held 1,195 shares of Aptiv worth $90K as of Q1 2016.
  • Gupta Wealth Management bought 25 Aptiv shares in Q1 2016, an estimated $1.71K.
  • Aptiv made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #341 holding.
  • Gupta Wealth Management first reported a position in Aptiv in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Aptiv position peaked at $100K in Q4 2015.
  • 475 funds tracked by Wall St. Rank held Aptiv as of Q1 2016.

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