Gupta Wealth Management’s Delta Air Lines DAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$74K	Sell	1,524 -311	-17%	-$14.5K	0.02%	379
2015 Q4	$93K	Buy	1,835 +215	+13%	+$10.6K	0.02%	330
2015 Q3	$73K	Buy	1,620 +377	+30%	+$16.9K	0.02%	390
2015 Q2	$51K	Buy	1,243 +595	+92%	+$26K	0.01%	463
2015 Q1	$29K	Buy	+648	New	+$30.1K	0.01%	510

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Gupta Wealth Management reduced its Delta Air Lines (DAL) stake by 17% in Q1 2016, selling an estimated $14.5K and leaving 1,524 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #379.

Gupta Wealth Management first reported a position in DAL in Q1 2015 and has held it in 5 quarters since. The position peaked at $93K in Q4 2015. 834 funds tracked by Wall St. Rank hold DAL as of Q1 2016.

Gupta Wealth Management held 1,524 shares of Delta Air Lines worth $74K as of Q1 2016.
Gupta Wealth Management sold 311 Delta Air Lines shares in Q1 2016, an estimated $14.5K.
Delta Air Lines made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #379 holding.
Gupta Wealth Management first reported a position in Delta Air Lines in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Delta Air Lines position peaked at $93K in Q4 2015.
834 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2016.

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