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Gupta Wealth Management’s Barclays BCS Stock Holding History

Gupta Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-450
Closed -$6K – 1245
2015
Q3 		$6K Buy
+450
New +$6.92K ﹤0.01% 1011
2015
Q2 		– Sell
-517
Closed -$7K – 1256
2015
Q1 		$7K Buy
+517
New +$7.24K ﹤0.01% 822

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Gupta Wealth Management's BCS Position: Q4 2015 in Review

Gupta Wealth Management sold out of Barclays (BCS) in Q4 2015, closing a stake of 450 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in BCS in Q1 2015 and held it in 2 quarters. The position peaked at $7K in Q1 2015. 233 funds tracked by Wall St. Rank hold BCS as of Q4 2015.

  • Gupta Wealth Management reported no remaining Barclays position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 450 Barclays shares in Q4 2015, an estimated $6K.
  • Gupta Wealth Management first reported a position in Barclays in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Barclays position peaked at $7K in Q1 2015.
  • 233 funds tracked by Wall St. Rank held Barclays as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.