Gupta Wealth Management’s Bank of New York Mellon BNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$5K Sell
149
-285
-66% -$10.3K ﹤0.01% 959
2015
Q4
$18K Sell
434
-4,709
-92% -$198K ﹤0.01% 681
2015
Q3
$201K Sell
5,143
-555
-10% -$23.1K 0.05% 248
2015
Q2
$239K Hold
5,698
0.06% 230
2015
Q1
$229K Buy
+5,698
New +$222K 0.07% 209

Other funds holding BNY

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

Gupta Wealth Management reduced its Bank of New York Mellon (BNY) stake by 66% in Q1 2016, selling an estimated $10.3K and leaving 149 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Gupta Wealth Management first reported a position in BNY in Q1 2015 and has held it in 5 quarters since. The position peaked at $239K in Q2 2015. 878 funds tracked by Wall St. Rank hold BNY as of Q1 2016.

  • Gupta Wealth Management held 149 shares of Bank of New York Mellon worth $5K as of Q1 2016.
  • Gupta Wealth Management sold 285 Bank of New York Mellon shares in Q1 2016, an estimated $10.3K.
  • Bank of New York Mellon made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #959 holding.
  • Gupta Wealth Management first reported a position in Bank of New York Mellon in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Bank of New York Mellon position peaked at $239K in Q2 2015.
  • 878 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2016.

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