Gupta Wealth Management’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-521	Closed	-$30K	–	1422
2015 Q3	$30K	Hold	521	–	–	0.01%	580
2015 Q2	$31K	Buy	521 +333	+177%	+$19.8K	0.01%	627
2015 Q1	$11K	Buy	+188	New	+$11K	﹤0.01%	746

Other funds holding CMCSK

Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.67% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Doheny Asset Management Los Angeles, California $172M AUM 38.82% 1-Year Est. Return

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Smith Affiliated Capital New York $86.5M AUM 5.91% 1-Year Est. Return

Gupta Wealth Management's CMCSK Position: Q4 2015 in Review

Gupta Wealth Management sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 521 shares — an estimated $30K sold.

Gupta Wealth Management first reported a position in CMCSK in Q1 2015 and held it in 3 quarters. The position peaked at $31K in Q2 2015. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

Gupta Wealth Management reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 521 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $30K.
Gupta Wealth Management first reported a position in COMCAST CORP SPL A (NEW) in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's COMCAST CORP SPL A (NEW) position peaked at $31K in Q2 2015.
5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.