GWM
EXP icon

Gupta Wealth Management’s Eagle Materials EXP Stock Holding History

Gupta Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-113
Closed -$7K – 1186
2015
Q4 		$7K Buy
+113
New +$7.53K ﹤0.01% 958

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

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

Gupta Wealth Management sold out of Eagle Materials (EXP) in Q1 2016, closing a stake of 113 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in EXP in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 239 funds tracked by Wall St. Rank hold EXP as of Q1 2016.

  • Gupta Wealth Management reported no remaining Eagle Materials position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 113 Eagle Materials shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in Eagle Materials in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Eagle Materials position peaked at $7K in Q4 2015.
  • 239 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2016.

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