GWM
IEP icon

Gupta Wealth Management’s Icahn Enterprises IEP Stock Holding History

Gupta Wealth Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$253K Buy
4,015
+2,590
+182% +$149K 0.06% 214
2015
Q4 		$87K Sell
1,425
-32
-2% -$2.32K 0.02% 345
2015
Q3 		$98K Buy
+1,457
New +$110K 0.02% 340

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

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

Gupta Wealth Management increased its Icahn Enterprises (IEP) stake by 182% in Q1 2016, buying an estimated $149K and bringing the position to 4,015 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #214.

Gupta Wealth Management first reported a position in IEP in Q3 2015 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold IEP as of Q1 2016.

  • Gupta Wealth Management held 4,015 shares of Icahn Enterprises worth $253K as of Q1 2016.
  • Gupta Wealth Management bought 2,590 Icahn Enterprises shares in Q1 2016, an estimated $149K.
  • Icahn Enterprises made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #214 holding.
  • Gupta Wealth Management first reported a position in Icahn Enterprises in Q3 2015 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2016.

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