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Gupta Wealth Management’s BHP BHP Stock Holding History

Gupta Wealth Management’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$51K Hold
2,190
– – 0.01% 439
2015
Q4 		$50K Sell
2,190
-60
-3% -$1.6K 0.01% 435
2015
Q3 		$63K Sell
2,250
-114
-5% -$3.7K 0.02% 406
2015
Q2 		$86K Buy
+2,364
New +$95.4K 0.02% 368

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Gupta Wealth Management held its BHP (BHP) position steady in Q1 2016 at 2,190 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #439.

Gupta Wealth Management first reported a position in BHP in Q2 2015 and has held it in 4 quarters since. The position peaked at $86K in Q2 2015. 292 funds tracked by Wall St. Rank hold BHP as of Q1 2016.

  • Gupta Wealth Management held 2,190 shares of BHP worth $51K as of Q1 2016.
  • Gupta Wealth Management left its BHP share count unchanged in Q1 2016.
  • BHP made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #439 holding.
  • Gupta Wealth Management first reported a position in BHP in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's BHP position peaked at $86K in Q2 2015.
  • 292 funds tracked by Wall St. Rank held BHP as of Q1 2016.

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