Gupta Wealth Management’s Nordstrom JWN Stock Holding History

Gupta Wealth Management’s Portfolio JWN Stock Details JWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.79M	Buy	31,331 +10,731	+52%	+$553K	0.42%	56
2015 Q4	$1.03M	Sell	20,600 -1,969	-9%	-$119K	0.26%	87
2015 Q3	$1.62M	Buy	22,569 +3,367	+18%	+$254K	0.39%	60
2015 Q2	$1.43M	Buy	19,202 +705	+4%	+$53.6K	0.35%	66
2015 Q1	$1.49M	Buy	+18,497	New	+$1.46M	0.44%	59

Other funds holding JWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Gupta Wealth Management increased its Nordstrom (JWN) stake by 52% in Q1 2016, buying an estimated $553K and bringing the position to 31,331 shares worth $1.79M. The position accounts for 0.42% of the portfolio, ranked #56.

Gupta Wealth Management first reported a position in JWN in Q1 2015 and has held it in 5 quarters since. 562 funds tracked by Wall St. Rank hold JWN as of Q1 2016.

Gupta Wealth Management held 31,331 shares of Nordstrom worth $1.79M as of Q1 2016.
Gupta Wealth Management bought 10,731 Nordstrom shares in Q1 2016, an estimated $553K.
Nordstrom made up 0.42% of Gupta Wealth Management's portfolio in Q1 2016, its #56 holding.
Gupta Wealth Management first reported a position in Nordstrom in Q1 2015 and has held it in 5 quarters since.
562 funds tracked by Wall St. Rank held Nordstrom as of Q1 2016.

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