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Gupta Wealth Management’s Ford F Stock Holding History

Gupta Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$158K Sell
11,683
-17,722
-60% -$223K 0.04% 273
2015
Q4 		$414K Sell
29,405
-1,409
-5% -$20.4K 0.11% 158
2015
Q3 		$418K Sell
30,814
-2,961
-9% -$42.3K 0.1% 155
2015
Q2 		$507K Buy
33,775
+17,804
+111% +$276K 0.12% 147
2015
Q1 		$258K Buy
+15,971
New +$252K 0.08% 192

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gupta Wealth Management reduced its Ford (F) stake by 60% in Q1 2016, selling an estimated $223K and leaving 11,683 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #273.

Gupta Wealth Management first reported a position in F in Q1 2015 and has held it in 5 quarters since. The position peaked at $507K in Q2 2015. 1,094 funds tracked by Wall St. Rank hold F as of Q1 2016.

  • Gupta Wealth Management held 11,683 shares of Ford worth $158K as of Q1 2016.
  • Gupta Wealth Management sold 17,722 Ford shares in Q1 2016, an estimated $223K.
  • Ford made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #273 holding.
  • Gupta Wealth Management first reported a position in Ford in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Ford position peaked at $507K in Q2 2015.
  • 1,094 funds tracked by Wall St. Rank held Ford as of Q1 2016.

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