Gupta Wealth Management’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$65K Buy
941
+921
+4,605% +$59.9K 0.02% 396
2015
Q4
$1K Hold
20
﹤0.01% 1169
2015
Q3
$1K Sell
20
-400
-95% -$20.9K ﹤0.01% 1180
2015
Q2
$20K Buy
420
+20
+5% +$1.05K ﹤0.01% 731
2015
Q1
$22K Buy
+400
New +$21.8K 0.01% 568

Other funds holding AWK

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

Gupta Wealth Management increased its American Water Works (AWK) stake by 4,605% in Q1 2016, buying an estimated $59.9K and bringing the position to 941 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #396.

Gupta Wealth Management first reported a position in AWK in Q1 2015 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold AWK as of Q1 2016.

  • Gupta Wealth Management held 941 shares of American Water Works worth $65K as of Q1 2016.
  • Gupta Wealth Management bought 921 American Water Works shares in Q1 2016, an estimated $59.9K.
  • American Water Works made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #396 holding.
  • Gupta Wealth Management first reported a position in American Water Works in Q1 2015 and has held it in 5 quarters since.
  • 579 funds tracked by Wall St. Rank held American Water Works as of Q1 2016.

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