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Gupta Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Gupta Wealth Management’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$35K Sell
3,651
-843
-19% -$7.78K 0.01% 520
2015
Q4 		$50K Hold
4,494
– – 0.01% 436
2015
Q3 		$48K Sell
4,494
-1,700
-27% -$19K 0.01% 457
2015
Q2 		$70K Buy
+6,194
New +$69.3K 0.02% 401

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gupta Wealth Management reduced its Huntington Bancshares (HBAN) stake by 19% in Q1 2016, selling an estimated $7.78K and leaving 3,651 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #520.

Gupta Wealth Management first reported a position in HBAN in Q2 2015 and has held it in 4 quarters since. The position peaked at $70K in Q2 2015. 465 funds tracked by Wall St. Rank hold HBAN as of Q1 2016.

  • Gupta Wealth Management held 3,651 shares of Huntington Bancshares worth $35K as of Q1 2016.
  • Gupta Wealth Management sold 843 Huntington Bancshares shares in Q1 2016, an estimated $7.78K.
  • Huntington Bancshares made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #520 holding.
  • Gupta Wealth Management first reported a position in Huntington Bancshares in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Huntington Bancshares position peaked at $70K in Q2 2015.
  • 465 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2016.

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