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Gupta Wealth Management’s Brunswick BC Stock Holding History

Gupta Wealth Management’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Hold
31
– – ﹤0.01% 1104
2015
Q4 		$2K Hold
31
– – ﹤0.01% 1112
2015
Q3 		$1K Hold
31
– – ﹤0.01% 1181
2015
Q2 		$2K Hold
31
– – ﹤0.01% 1125
2015
Q1 		$2K Buy
+31
New +$1.65K ﹤0.01% 993

Other funds holding BC

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management held its Brunswick (BC) position steady in Q1 2016 at 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Gupta Wealth Management first reported a position in BC in Q1 2015 and has held it in 5 quarters since. The position peaked at $2K in Q4 2015. 316 funds tracked by Wall St. Rank hold BC as of Q1 2016.

  • Gupta Wealth Management held 31 shares of Brunswick worth $1K as of Q1 2016.
  • Gupta Wealth Management left its Brunswick share count unchanged in Q1 2016.
  • Brunswick made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1104 holding.
  • Gupta Wealth Management first reported a position in Brunswick in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Brunswick position peaked at $2K in Q4 2015.
  • 316 funds tracked by Wall St. Rank held Brunswick as of Q1 2016.

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