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Gupta Wealth Management’s Intel INTC Stock Holding History

Gupta Wealth Management’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$5.42M Buy
167,468
+12,897
+8% +$396K 1.27% 12
2015
Q4 		$5.33M Buy
154,571
+968
+0.6% +$32.7K 1.35% 13
2015
Q3 		$4.63M Buy
153,603
+5,138
+3% +$149K 1.13% 17
2015
Q2 		$4.52M Buy
148,465
+3,762
+3% +$122K 1.11% 15
2015
Q1 		$4.53M Buy
+144,703
New +$4.88M 1.33% 11

Other funds holding INTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gupta Wealth Management increased its Intel (INTC) stake by 8.3% in Q1 2016, buying an estimated $396K and bringing the position to 167,468 shares worth $5.42M. The position accounts for 1.27% of the portfolio, ranked #12.

Gupta Wealth Management first reported a position in INTC in Q1 2015 and has held it in 5 quarters since. 1,783 funds tracked by Wall St. Rank hold INTC as of Q1 2016.

  • Gupta Wealth Management held 167,468 shares of Intel worth $5.42M as of Q1 2016.
  • Gupta Wealth Management bought 12,897 Intel shares in Q1 2016, an estimated $396K.
  • Intel made up 1.27% of Gupta Wealth Management's portfolio in Q1 2016, its #12 holding.
  • Gupta Wealth Management first reported a position in Intel in Q1 2015 and has held it in 5 quarters since.
  • 1,783 funds tracked by Wall St. Rank held Intel as of Q1 2016.

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