Gupta Wealth Management’s Ashland ASH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$7K	Hold	129	–	–	﹤0.01%	914
2015 Q4	$6K	Buy	+129	New	+$6.79K	﹤0.01%	983

Other funds holding ASH

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 16.07% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

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

Gupta Wealth Management held its Ashland (ASH) position steady in Q1 2016 at 129 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Gupta Wealth Management first reported a position in ASH in Q4 2015 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold ASH as of Q1 2016.

Gupta Wealth Management held 129 shares of Ashland worth $7K as of Q1 2016.
Gupta Wealth Management left its Ashland share count unchanged in Q1 2016.
Ashland made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #914 holding.
Gupta Wealth Management first reported a position in Ashland in Q4 2015 and has held it in 2 quarters since.
365 funds tracked by Wall St. Rank held Ashland as of Q1 2016.

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