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Gupta Wealth Management’s ICICI Bank IBN Stock Holding History

Gupta Wealth Management’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$80K Hold
12,265
– – 0.02% 362
2015
Q4 		$87K Hold
12,265
– – 0.02% 344
2015
Q3 		$93K Hold
12,265
– – 0.02% 346
2015
Q2 		$116K Hold
12,265
– – 0.03% 325
2015
Q1 		$116K Buy
+12,265
New +$127K 0.03% 286

Other funds holding IBN

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gupta Wealth Management held its ICICI Bank (IBN) position steady in Q1 2016 at 12,265 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #362.

Gupta Wealth Management first reported a position in IBN in Q1 2015 and has held it in 5 quarters since. The position peaked at $116K in Q2 2015. 281 funds tracked by Wall St. Rank hold IBN as of Q1 2016.

  • Gupta Wealth Management held 12,265 shares of ICICI Bank worth $80K as of Q1 2016.
  • Gupta Wealth Management left its ICICI Bank share count unchanged in Q1 2016.
  • ICICI Bank made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #362 holding.
  • Gupta Wealth Management first reported a position in ICICI Bank in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's ICICI Bank position peaked at $116K in Q2 2015.
  • 281 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2016.

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