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Gupta Wealth Management’s Acuity Brands AYI Stock Holding History

Gupta Wealth Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2K Sell
8
-81
-91% -$16.7K ﹤0.01% 1051
2015
Q4 		$21K Buy
89
+71
+394% +$15.4K 0.01% 641
2015
Q3 		$3K Sell
18
-287
-94% -$55.8K ﹤0.01% 1085
2015
Q2 		$55K Hold
305
– – 0.01% 447
2015
Q1 		$51K Buy
+305
New +$47.8K 0.02% 404

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Gupta Wealth Management reduced its Acuity Brands (AYI) stake by 91% in Q1 2016, selling an estimated $16.7K and leaving 8 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Gupta Wealth Management first reported a position in AYI in Q1 2015 and has held it in 5 quarters since. The position peaked at $55K in Q2 2015. 439 funds tracked by Wall St. Rank hold AYI as of Q1 2016.

  • Gupta Wealth Management held 8 shares of Acuity Brands worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 81 Acuity Brands shares in Q1 2016, an estimated $16.7K.
  • Acuity Brands made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1051 holding.
  • Gupta Wealth Management first reported a position in Acuity Brands in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Acuity Brands position peaked at $55K in Q2 2015.
  • 439 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2016.

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