Gupta Wealth Management’s Bank of America BAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$560K	Sell	41,437 -2,795	-6%	-$37.7K	0.13%	137
2015 Q4	$744K	Buy	44,232 +1,623	+4%	+$27.4K	0.19%	106
2015 Q3	$664K	Sell	42,609 -1,726	-4%	-$29K	0.16%	115
2015 Q2	$755K	Sell	44,335 -15,633	-26%	-$258K	0.19%	112
2015 Q1	$923K	Buy	+59,968	New	+$963K	0.27%	88

Other funds holding BAC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BFA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gupta Wealth Management reduced its Bank of America (BAC) stake by 6.3% in Q1 2016, selling an estimated $37.7K and leaving 41,437 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #137.

Gupta Wealth Management first reported a position in BAC in Q1 2015 and has held it in 5 quarters since. The position peaked at $923K in Q1 2015. 1,514 funds tracked by Wall St. Rank hold BAC as of Q1 2016.

Gupta Wealth Management held 41,437 shares of Bank of America worth $560K as of Q1 2016.
Gupta Wealth Management sold 2,795 Bank of America shares in Q1 2016, an estimated $37.7K.
Bank of America made up 0.13% of Gupta Wealth Management's portfolio in Q1 2016, its #137 holding.
Gupta Wealth Management first reported a position in Bank of America in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Bank of America position peaked at $923K in Q1 2015.
1,514 funds tracked by Wall St. Rank held Bank of America as of Q1 2016.

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