Gupta Wealth Management’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$291K	Buy	11,463 +3,304	+40%	+$83.4K	0.07%	195
2015 Q4	$215K	Buy	8,159 +1,934	+31%	+$55K	0.05%	240
2015 Q3	$160K	Buy	6,225 +2,284	+58%	+$66.9K	0.04%	272
2015 Q2	$133K	Buy	3,941 +40	+1%	+$1.4K	0.03%	307
2015 Q1	$127K	Buy	+3,901	New	+$128K	0.04%	274

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

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

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

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

Gupta Wealth Management increased its BP (BP) stake by 40% in Q1 2016, buying an estimated $83.4K and bringing the position to 11,463 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #195.

Gupta Wealth Management first reported a position in BP in Q1 2015 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold BP as of Q1 2016.

Gupta Wealth Management held 11,463 shares of BP worth $291K as of Q1 2016.
Gupta Wealth Management bought 3,304 BP shares in Q1 2016, an estimated $83.4K.
BP made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #195 holding.
Gupta Wealth Management first reported a position in BP in Q1 2015 and has held it in 5 quarters since.
819 funds tracked by Wall St. Rank held BP as of Q1 2016.

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