GWM
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Gupta Wealth Management’s Boeing BA Stock Holding History

Gupta Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$8.68M Buy
68,379
+3,809
+6% +$473K 2.03% 8
2015
Q4 		$9.34M Buy
64,570
+363
+0.6% +$52.3K 2.37% 7
2015
Q3 		$8.41M Buy
64,207
+2,784
+5% +$386K 2.05% 10
2015
Q2 		$8.52M Buy
61,423
+48,626
+380% +$7.09M 2.09% 6
2015
Q1 		$1.92M Buy
+12,797
New +$1.86M 0.57% 50

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management increased its Boeing (BA) stake by 5.9% in Q1 2016, buying an estimated $473K and bringing the position to 68,379 shares worth $8.68M. The position accounts for 2.03% of the portfolio, ranked #8.

Gupta Wealth Management first reported a position in BA in Q1 2015 and has held it in 5 quarters since. The position peaked at $9.34M in Q4 2015. 1,352 funds tracked by Wall St. Rank hold BA as of Q1 2016.

  • Gupta Wealth Management held 68,379 shares of Boeing worth $8.68M as of Q1 2016.
  • Gupta Wealth Management bought 3,809 Boeing shares in Q1 2016, an estimated $473K.
  • Boeing made up 2.03% of Gupta Wealth Management's portfolio in Q1 2016, its #8 holding.
  • Gupta Wealth Management first reported a position in Boeing in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Boeing position peaked at $9.34M in Q4 2015.
  • 1,352 funds tracked by Wall St. Rank held Boeing as of Q1 2016.

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