Gupta Wealth Management’s Royal Caribbean RCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$36K	Sell	433 -11	-2%	-$858	0.01%	507
2015 Q4	$45K	Sell	444 -189	-30%	-$18K	0.01%	449
2015 Q3	$56K	Sell	633 -130	-17%	-$11.4K	0.01%	429
2015 Q2	$60K	Buy	763 +98	+15%	+$7.47K	0.01%	433
2015 Q1	$54K	Buy	+665	New	+$52.6K	0.02%	392

Other funds holding RCL

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BIT

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BFA

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

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

Gupta Wealth Management reduced its Royal Caribbean (RCL) stake by 2.5% in Q1 2016, selling an estimated $858 and leaving 433 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #507.

Gupta Wealth Management first reported a position in RCL in Q1 2015 and has held it in 5 quarters since. The position peaked at $60K in Q2 2015. 470 funds tracked by Wall St. Rank hold RCL as of Q1 2016.

Gupta Wealth Management held 433 shares of Royal Caribbean worth $36K as of Q1 2016.
Gupta Wealth Management sold 11 Royal Caribbean shares in Q1 2016, an estimated $858.
Royal Caribbean made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #507 holding.
Gupta Wealth Management first reported a position in Royal Caribbean in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Royal Caribbean position peaked at $60K in Q2 2015.
470 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2016.

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