GWM
NTAP icon

Gupta Wealth Management’s NetApp NTAP Stock Holding History

Gupta Wealth Management’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-38
Closed -$1K – 1240
2015
Q4 		$1K Sell
38
-984
-96% -$30.8K ﹤0.01% 1198
2015
Q3 		$30K Buy
1,022
+912
+829% +$28.1K 0.01% 574
2015
Q2 		$3K Buy
110
+72
+189% +$2.5K ﹤0.01% 1093
2015
Q1 		$1K Buy
+38
New +$1.45K ﹤0.01% 1108

Other funds holding NTAP

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Gupta Wealth Management sold out of NetApp (NTAP) in Q1 2016, closing a stake of 38 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in NTAP in Q1 2015 and held it in 4 quarters. The position peaked at $30K in Q3 2015. 411 funds tracked by Wall St. Rank hold NTAP as of Q1 2016.

  • Gupta Wealth Management reported no remaining NetApp position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 38 NetApp shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in NetApp in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's NetApp position peaked at $30K in Q3 2015.
  • 411 funds tracked by Wall St. Rank held NetApp as of Q1 2016.

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