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Gupta Wealth Management’s InterContinental Hotels IHG Stock Holding History

Gupta Wealth Management’s Portfolio IHG Stock Details IHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$16K Sell
294
-10
-3% -$479 ﹤0.01% 726
2015
Q4 		$16K Buy
+304
New +$15.3K ﹤0.01% 736

Other funds holding IHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 IHG Position: Q1 2016 in Review

Gupta Wealth Management reduced its InterContinental Hotels (IHG) stake by 3.3% in Q1 2016, selling an estimated $479 and leaving 294 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Gupta Wealth Management first reported a position in IHG in Q4 2015 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold IHG as of Q1 2016.

  • Gupta Wealth Management held 294 shares of InterContinental Hotels worth $16K as of Q1 2016.
  • Gupta Wealth Management sold 10 InterContinental Hotels shares in Q1 2016, an estimated $479.
  • InterContinental Hotels made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #726 holding.
  • Gupta Wealth Management first reported a position in InterContinental Hotels in Q4 2015 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held InterContinental Hotels as of Q1 2016.

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