GWM
GAS

Gupta Wealth Management’s AGL Resources Inc GAS Stock Holding History

Gupta Wealth Management’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-36
Closed -$2K – 1378
2015
Q4 		$2K Hold
36
– – ﹤0.01% 1163
2015
Q3 		$2K Buy
36
+25
+227% +$1.34K ﹤0.01% 1175
2015
Q2 		$1K Hold
11
– – ﹤0.01% 1246
2015
Q1 		$1K Buy
+11
New +$571 ﹤0.01% 1150

Other funds holding GAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

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

Gupta Wealth Management sold out of AGL Resources Inc (GAS) in Q1 2016, closing a stake of 36 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in GAS in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 473 funds tracked by Wall St. Rank hold GAS as of Q1 2016.

  • Gupta Wealth Management reported no remaining AGL Resources Inc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 36 AGL Resources Inc shares in Q1 2016, an estimated $2K.
  • Gupta Wealth Management first reported a position in AGL Resources Inc in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's AGL Resources Inc position peaked at $2K in Q4 2015.
  • 473 funds tracked by Wall St. Rank held AGL Resources Inc as of Q1 2016.

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