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Gupta Wealth Management’s EOG Resources EOG Stock Holding History

Gupta Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$116K Sell
1,602
-416
-21% -$28.7K 0.03% 306
2015
Q4 		$143K Buy
2,018
+221
+12% +$17.9K 0.04% 285
2015
Q3 		$131K Sell
1,797
-498
-22% -$38.7K 0.03% 306
2015
Q2 		$201K Buy
2,295
+1,149
+100% +$106K 0.05% 253
2015
Q1 		$105K Buy
+1,146
New +$104K 0.03% 300

Other funds holding EOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return

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

Gupta Wealth Management reduced its EOG Resources (EOG) stake by 21% in Q1 2016, selling an estimated $28.7K and leaving 1,602 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #306.

Gupta Wealth Management first reported a position in EOG in Q1 2015 and has held it in 5 quarters since. The position peaked at $201K in Q2 2015. 871 funds tracked by Wall St. Rank hold EOG as of Q1 2016.

  • Gupta Wealth Management held 1,602 shares of EOG Resources worth $116K as of Q1 2016.
  • Gupta Wealth Management sold 416 EOG Resources shares in Q1 2016, an estimated $28.7K.
  • EOG Resources made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #306 holding.
  • Gupta Wealth Management first reported a position in EOG Resources in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's EOG Resources position peaked at $201K in Q2 2015.
  • 871 funds tracked by Wall St. Rank held EOG Resources as of Q1 2016.

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