GWM
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Gupta Wealth Management’s Entergy ETR Stock Holding History

Gupta Wealth Management’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$4K Hold
100
– – ﹤0.01% 988
2015
Q4 		$3K Hold
100
– – ﹤0.01% 1074
2015
Q3 		$3K Hold
100
– – ﹤0.01% 1092
2015
Q2 		$4K Hold
100
– – ﹤0.01% 1039
2015
Q1 		$4K Buy
+100
New +$4.1K ﹤0.01% 915

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Gupta Wealth Management held its Entergy (ETR) position steady in Q1 2016 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Gupta Wealth Management first reported a position in ETR in Q1 2015 and has held it in 5 quarters since. 542 funds tracked by Wall St. Rank hold ETR as of Q1 2016.

  • Gupta Wealth Management held 100 shares of Entergy worth $4K as of Q1 2016.
  • Gupta Wealth Management left its Entergy share count unchanged in Q1 2016.
  • Entergy made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #988 holding.
  • Gupta Wealth Management first reported a position in Entergy in Q1 2015 and has held it in 5 quarters since.
  • 542 funds tracked by Wall St. Rank held Entergy as of Q1 2016.

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