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Gupta Wealth Management’s Citigroup C Stock Holding History

Gupta Wealth Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$345K Sell
8,254
-1,769
-18% -$73.9K 0.08% 175
2015
Q4 		$519K Sell
10,023
-1,218
-11% -$64.6K 0.13% 142
2015
Q3 		$558K Buy
11,241
+2,328
+26% +$127K 0.14% 125
2015
Q2 		$492K Buy
8,913
+2,478
+39% +$135K 0.12% 148
2015
Q1 		$332K Buy
+6,435
New +$328K 0.1% 163

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Gupta Wealth Management reduced its Citigroup (C) stake by 18% in Q1 2016, selling an estimated $73.9K and leaving 8,254 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #175.

Gupta Wealth Management first reported a position in C in Q1 2015 and has held it in 5 quarters since. The position peaked at $558K in Q3 2015. 1,219 funds tracked by Wall St. Rank hold C as of Q1 2016.

  • Gupta Wealth Management held 8,254 shares of Citigroup worth $345K as of Q1 2016.
  • Gupta Wealth Management sold 1,769 Citigroup shares in Q1 2016, an estimated $73.9K.
  • Citigroup made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #175 holding.
  • Gupta Wealth Management first reported a position in Citigroup in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Citigroup position peaked at $558K in Q3 2015.
  • 1,219 funds tracked by Wall St. Rank held Citigroup as of Q1 2016.

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