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Gupta Wealth Management’s Oil States International OIS Stock Holding History

Gupta Wealth Management’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$10K Hold
331
– – ﹤0.01% 859
2015
Q4 		$9K Buy
+331
New +$9.85K ﹤0.01% 914

Other funds holding OIS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management held its Oil States International (OIS) position steady in Q1 2016 at 331 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Gupta Wealth Management first reported a position in OIS in Q4 2015 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold OIS as of Q1 2016.

  • Gupta Wealth Management held 331 shares of Oil States International worth $10K as of Q1 2016.
  • Gupta Wealth Management left its Oil States International share count unchanged in Q1 2016.
  • Oil States International made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #859 holding.
  • Gupta Wealth Management first reported a position in Oil States International in Q4 2015 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Oil States International as of Q1 2016.

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