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Gupta Wealth Management’s Equinor EQNR Stock Holding History

Gupta Wealth Management’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$3K – 1279
2015
Q3 		$3K Sell
200
-2,630
-93% -$41.5K ﹤0.01% 1090
2015
Q2 		$51K Hold
2,830
– – 0.01% 464
2015
Q1 		$50K Buy
+2,830
New +$50.4K 0.01% 408

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

Gupta Wealth Management sold out of Equinor (EQNR) in Q4 2015, closing a stake of 200 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in EQNR in Q1 2015 and held it in 3 quarters. The position peaked at $51K in Q2 2015. 202 funds tracked by Wall St. Rank hold EQNR as of Q4 2015.

  • Gupta Wealth Management reported no remaining Equinor position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 200 Equinor shares in Q4 2015, an estimated $3K.
  • Gupta Wealth Management first reported a position in Equinor in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Equinor position peaked at $51K in Q2 2015.
  • 202 funds tracked by Wall St. Rank held Equinor as of Q4 2015.

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