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Gupta Wealth Management’s NOV NOV Stock Holding History

Gupta Wealth Management’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$52K Buy
1,661
+542
+48% +$16.6K 0.01% 436
2015
Q4 		$37K Sell
1,119
-144
-11% -$5.35K 0.01% 492
2015
Q3 		$48K Sell
1,263
-375
-23% -$15.3K 0.01% 459
2015
Q2 		$79K Sell
1,638
-42
-3% -$2.16K 0.02% 380
2015
Q1 		$84K Buy
+1,680
New +$91.1K 0.02% 324

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Gupta Wealth Management increased its NOV (NOV) stake by 48% in Q1 2016, buying an estimated $16.6K and bringing the position to 1,661 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #436.

Gupta Wealth Management first reported a position in NOV in Q1 2015 and has held it in 5 quarters since. The position peaked at $84K in Q1 2015. 650 funds tracked by Wall St. Rank hold NOV as of Q1 2016.

  • Gupta Wealth Management held 1,661 shares of NOV worth $52K as of Q1 2016.
  • Gupta Wealth Management bought 542 NOV shares in Q1 2016, an estimated $16.6K.
  • NOV made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #436 holding.
  • Gupta Wealth Management first reported a position in NOV in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's NOV position peaked at $84K in Q1 2015.
  • 650 funds tracked by Wall St. Rank held NOV as of Q1 2016.

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