Gupta Wealth Management’s Microsoft MSFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$4.49M	Buy	81,269 +3,800	+5%	+$199K	1.05%	19
2015 Q4	$4.3M	Buy	77,469 +3,839	+5%	+$202K	1.09%	18
2015 Q3	$3.26M	Buy	73,630 +4,253	+6%	+$191K	0.79%	28
2015 Q2	$3.06M	Buy	69,377 +10,735	+18%	+$490K	0.75%	33
2015 Q1	$2.38M	Buy	+58,642	New	+$2.55M	0.7%	40

Other funds holding MSFT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

Gupta Wealth Management increased its Microsoft (MSFT) stake by 4.9% in Q1 2016, buying an estimated $199K and bringing the position to 81,269 shares worth $4.49M. The position accounts for 1.05% of the portfolio, ranked #19.

Gupta Wealth Management first reported a position in MSFT in Q1 2015 and has held it in 5 quarters since. 2,299 funds tracked by Wall St. Rank hold MSFT as of Q1 2016.

Gupta Wealth Management held 81,269 shares of Microsoft worth $4.49M as of Q1 2016.
Gupta Wealth Management bought 3,800 Microsoft shares in Q1 2016, an estimated $199K.
Microsoft made up 1.05% of Gupta Wealth Management's portfolio in Q1 2016, its #19 holding.
Gupta Wealth Management first reported a position in Microsoft in Q1 2015 and has held it in 5 quarters since.
2,299 funds tracked by Wall St. Rank held Microsoft as of Q1 2016.

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