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Gupta Wealth Management’s Lowe's Companies LOW Stock Holding History

Gupta Wealth Management’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$110K Sell
1,446
-1,138
-44% -$80.3K 0.03% 314
2015
Q4 		$196K Buy
2,584
+1,163
+82% +$86.4K 0.05% 249
2015
Q3 		$98K Sell
1,421
-2,340
-62% -$161K 0.02% 341
2015
Q2 		$252K Buy
3,761
+1,743
+86% +$124K 0.06% 223
2015
Q1 		$150K Buy
+2,018
New +$145K 0.04% 258

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gupta Wealth Management reduced its Lowe's Companies (LOW) stake by 44% in Q1 2016, selling an estimated $80.3K and leaving 1,446 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #314.

Gupta Wealth Management first reported a position in LOW in Q1 2015 and has held it in 5 quarters since. The position peaked at $252K in Q2 2015. 1,176 funds tracked by Wall St. Rank hold LOW as of Q1 2016.

  • Gupta Wealth Management held 1,446 shares of Lowe's Companies worth $110K as of Q1 2016.
  • Gupta Wealth Management sold 1,138 Lowe's Companies shares in Q1 2016, an estimated $80.3K.
  • Lowe's Companies made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #314 holding.
  • Gupta Wealth Management first reported a position in Lowe's Companies in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Lowe's Companies position peaked at $252K in Q2 2015.
  • 1,176 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2016.

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