Gupta Wealth Management’s Bath & Body Works BBWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$15K	Buy	+216	New	+$15.5K	﹤0.01%	744
2015 Q3	–	Sell	-235	Closed	-$16K	–	1262
2015 Q2	$16K	Buy	235 +25	+12%	+$1.79K	﹤0.01%	781
2015 Q1	$16K	Buy	+210	New	+$15.2K	﹤0.01%	651

Other funds holding BBWI

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in Bath & Body Works (BBWI) in Q1 2016: 216 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in BBWI as recently as Q2 2015.

Gupta Wealth Management first reported a position in BBWI in Q1 2015 and has held it in 3 quarters since. The position peaked at $16K in Q2 2015. 544 funds tracked by Wall St. Rank hold BBWI as of Q1 2016.

Gupta Wealth Management held 216 shares of Bath & Body Works worth $15K as of Q1 2016.
Bath & Body Works was a new Gupta Wealth Management position in Q1 2016.
Bath & Body Works made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #744 holding.
Gupta Wealth Management first reported a position in Bath & Body Works in Q1 2015 and has held it in 3 quarters since.
Gupta Wealth Management's Bath & Body Works position peaked at $16K in Q2 2015.
544 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2016.

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