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Gupta Wealth Management’s Transocean RIG Stock Holding History

Gupta Wealth Management’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Sell
84
-1,126
-93% -$11.2K ﹤0.01% 1122
2015
Q4 		$15K Buy
1,210
+1,029
+569% +$14.8K ﹤0.01% 772
2015
Q3 		$2K Sell
181
-8,037
-98% -$112K ﹤0.01% 1146
2015
Q2 		$132K Buy
8,218
+7,284
+780% +$131K 0.03% 310
2015
Q1 		$14K Buy
+934
New +$15.1K ﹤0.01% 690

Other funds holding RIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gupta Wealth Management reduced its Transocean (RIG) stake by 93% in Q1 2016, selling an estimated $11.2K and leaving 84 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Gupta Wealth Management first reported a position in RIG in Q1 2015 and has held it in 5 quarters since. The position peaked at $132K in Q2 2015. 395 funds tracked by Wall St. Rank hold RIG as of Q1 2016.

  • Gupta Wealth Management held 84 shares of Transocean worth $1K as of Q1 2016.
  • Gupta Wealth Management sold 1,126 Transocean shares in Q1 2016, an estimated $11.2K.
  • Transocean made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1122 holding.
  • Gupta Wealth Management first reported a position in Transocean in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Transocean position peaked at $132K in Q2 2015.
  • 395 funds tracked by Wall St. Rank held Transocean as of Q1 2016.

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