Gupta Wealth Management’s Diageo DEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2.1M	Buy	19,457 +2,972	+18%	+$314K	0.49%	46
2015 Q4	$1.8M	Sell	16,485 -419	-2%	-$47.3K	0.46%	49
2015 Q3	$1.82M	Buy	16,904 +1,176	+7%	+$131K	0.44%	55
2015 Q2	$1.82M	Buy	15,728 +802	+5%	+$91.3K	0.45%	57
2015 Q1	$1.65M	Buy	+14,926	New	+$1.72M	0.49%	55

Other funds holding DEO

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

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

Gupta Wealth Management increased its Diageo (DEO) stake by 18% in Q1 2016, buying an estimated $314K and bringing the position to 19,457 shares worth $2.1M. The position accounts for 0.49% of the portfolio, ranked #46.

Gupta Wealth Management first reported a position in DEO in Q1 2015 and has held it in 5 quarters since. 627 funds tracked by Wall St. Rank hold DEO as of Q1 2016.

Gupta Wealth Management held 19,457 shares of Diageo worth $2.1M as of Q1 2016.
Gupta Wealth Management bought 2,972 Diageo shares in Q1 2016, an estimated $314K.
Diageo made up 0.49% of Gupta Wealth Management's portfolio in Q1 2016, its #46 holding.
Gupta Wealth Management first reported a position in Diageo in Q1 2015 and has held it in 5 quarters since.
627 funds tracked by Wall St. Rank held Diageo as of Q1 2016.

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