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Gupta Wealth Management’s Lincoln Electric LECO Stock Holding History

Gupta Wealth Management’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-265
Closed -$14K – 1311
2015
Q3 		$14K Buy
+265
New +$15.5K ﹤0.01% 811

Other funds holding LECO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gupta Wealth Management's LECO Position: Q4 2015 in Review

Gupta Wealth Management sold out of Lincoln Electric (LECO) in Q4 2015, closing a stake of 265 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in LECO in Q3 2015 and held it in 1 quarter. The position peaked at $14K in Q3 2015. 262 funds tracked by Wall St. Rank hold LECO as of Q4 2015.

  • Gupta Wealth Management reported no remaining Lincoln Electric position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 265 Lincoln Electric shares in Q4 2015, an estimated $14K.
  • Gupta Wealth Management first reported a position in Lincoln Electric in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Lincoln Electric position peaked at $14K in Q3 2015.
  • 262 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.