Gupta Wealth Management’s Northern Trust NTRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-18	Closed	-$1K	–	1241
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	1199
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	1210
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	1209
2015 Q1	$1K	Buy	+18	New	+$1.23K	﹤0.01%	1109

Other funds holding NTRS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gupta Wealth Management sold out of Northern Trust (NTRS) in Q1 2016, closing a stake of 18 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in NTRS in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 551 funds tracked by Wall St. Rank hold NTRS as of Q1 2016.

Gupta Wealth Management reported no remaining Northern Trust position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 18 Northern Trust shares in Q1 2016, an estimated $1K.
Gupta Wealth Management first reported a position in Northern Trust in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's Northern Trust position peaked at $1K in Q4 2015.
551 funds tracked by Wall St. Rank held Northern Trust as of Q1 2016.

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