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Gupta Wealth Management’s Leidos LDOS Stock Holding History

Gupta Wealth Management’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$14K Sell
283
-200
-41% -$9.54K ﹤0.01% 777
2015
Q4 		$27K Buy
483
+319
+195% +$16.8K 0.01% 591
2015
Q3 		$7K Hold
164
– – ﹤0.01% 990
2015
Q2 		$7K Hold
164
– – ﹤0.01% 966
2015
Q1 		$7K Buy
+164
New +$7.13K ﹤0.01% 826

Other funds holding LDOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management reduced its Leidos (LDOS) stake by 41% in Q1 2016, selling an estimated $9.54K and leaving 283 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Gupta Wealth Management first reported a position in LDOS in Q1 2015 and has held it in 5 quarters since. The position peaked at $27K in Q4 2015. 267 funds tracked by Wall St. Rank hold LDOS as of Q1 2016.

  • Gupta Wealth Management held 283 shares of Leidos worth $14K as of Q1 2016.
  • Gupta Wealth Management sold 200 Leidos shares in Q1 2016, an estimated $9.54K.
  • Leidos made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #777 holding.
  • Gupta Wealth Management first reported a position in Leidos in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Leidos position peaked at $27K in Q4 2015.
  • 267 funds tracked by Wall St. Rank held Leidos as of Q1 2016.

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