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Gupta Wealth Management’s Intercontinental Exchange ICE Stock Holding History

Gupta Wealth Management’s Portfolio ICE Stock Details ICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2K Hold
45
– – ﹤0.01% 1062
2015
Q4 		$2K Hold
45
– – ﹤0.01% 1122
2015
Q3 		$2K Sell
45
-80
-64% -$3.7K ﹤0.01% 1137
2015
Q2 		$6K Sell
125
-260
-68% -$12.1K ﹤0.01% 998
2015
Q1 		$18K Buy
+385
New +$17.4K 0.01% 629

Other funds holding ICE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

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

Gupta Wealth Management held its Intercontinental Exchange (ICE) position steady in Q1 2016 at 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Gupta Wealth Management first reported a position in ICE in Q1 2015 and has held it in 5 quarters since. The position peaked at $18K in Q1 2015. 655 funds tracked by Wall St. Rank hold ICE as of Q1 2016.

  • Gupta Wealth Management held 45 shares of Intercontinental Exchange worth $2K as of Q1 2016.
  • Gupta Wealth Management left its Intercontinental Exchange share count unchanged in Q1 2016.
  • Intercontinental Exchange made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1062 holding.
  • Gupta Wealth Management first reported a position in Intercontinental Exchange in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Intercontinental Exchange position peaked at $18K in Q1 2015.
  • 655 funds tracked by Wall St. Rank held Intercontinental Exchange as of Q1 2016.

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