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Gupta Wealth Management’s Factset FDS Stock Holding History

Gupta Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Hold
8
– – ﹤0.01% 1116
2015
Q4 		$1K Hold
8
– – ﹤0.01% 1184
2015
Q3 		$1K Hold
8
– – ﹤0.01% 1194
2015
Q2 		$1K Sell
8
-8
-50% -$1.3K ﹤0.01% 1195
2015
Q1 		$3K Buy
+16
New +$2.4K ﹤0.01% 954

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Gupta Wealth Management held its Factset (FDS) position steady in Q1 2016 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Gupta Wealth Management first reported a position in FDS in Q1 2015 and has held it in 5 quarters since. The position peaked at $3K in Q1 2015. 367 funds tracked by Wall St. Rank hold FDS as of Q1 2016.

  • Gupta Wealth Management held 8 shares of Factset worth $1K as of Q1 2016.
  • Gupta Wealth Management left its Factset share count unchanged in Q1 2016.
  • Factset made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1116 holding.
  • Gupta Wealth Management first reported a position in Factset in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Factset position peaked at $3K in Q1 2015.
  • 367 funds tracked by Wall St. Rank held Factset as of Q1 2016.

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