Gupta Wealth Management’s GE Aerospace GE Stock Holding History

Gupta Wealth Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.25M	Sell	8,238 -808	-9%	-$114K	0.29%	79
2015 Q4	$1.35M	Sell	9,046 -2,689	-23%	-$382K	0.34%	65
2015 Q3	$1.42M	Sell	11,735 -242	-2%	-$29.7K	0.35%	67
2015 Q2	$1.52M	Buy	11,977 +2,078	+21%	+$269K	0.37%	64
2015 Q1	$1.18M	Buy	+9,899	New	+$1.18M	0.35%	71

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management reduced its GE Aerospace (GE) stake by 8.9% in Q1 2016, selling an estimated $114K and leaving 8,238 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #79.

Gupta Wealth Management first reported a position in GE in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.52M in Q2 2015. 2,057 funds tracked by Wall St. Rank hold GE as of Q1 2016.

Gupta Wealth Management held 8,238 shares of GE Aerospace worth $1.25M as of Q1 2016.
Gupta Wealth Management sold 808 GE Aerospace shares in Q1 2016, an estimated $114K.
GE Aerospace made up 0.29% of Gupta Wealth Management's portfolio in Q1 2016, its #79 holding.
Gupta Wealth Management first reported a position in GE Aerospace in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's GE Aerospace position peaked at $1.52M in Q2 2015.
2,057 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2016.

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