Gupta Wealth Management’s Blackrock BLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$25K	Sell	74 -8	-10%	-$2.54K	0.01%	599
2015 Q4	$28K	Hold	82	–	–	0.01%	583
2015 Q3	$24K	Sell	82 -148	-64%	-$47.7K	0.01%	647
2015 Q2	$80K	Buy	230 +131	+132%	+$47.8K	0.02%	376
2015 Q1	$36K	Buy	+99	New	+$35.9K	0.01%	457

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

Gupta Wealth Management reduced its Blackrock (BLK) stake by 9.8% in Q1 2016, selling an estimated $2.54K and leaving 74 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #599.

Gupta Wealth Management first reported a position in BLK in Q1 2015 and has held it in 5 quarters since. The position peaked at $80K in Q2 2015. 872 funds tracked by Wall St. Rank hold BLK as of Q1 2016.

Gupta Wealth Management held 74 shares of Blackrock worth $25K as of Q1 2016.
Gupta Wealth Management sold 8 Blackrock shares in Q1 2016, an estimated $2.54K.
Blackrock made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #599 holding.
Gupta Wealth Management first reported a position in Blackrock in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Blackrock position peaked at $80K in Q2 2015.
872 funds tracked by Wall St. Rank held Blackrock as of Q1 2016.

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