Gupta Wealth Management’s Rio Tinto RIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$20K	Buy	695 +295	+74%	+$7.85K	﹤0.01%	656
2015 Q4	$12K	Hold	400	–	–	﹤0.01%	835
2015 Q3	$14K	Hold	400	–	–	﹤0.01%	819
2015 Q2	$16K	Sell	400 -249	-38%	-$10.9K	﹤0.01%	791
2015 Q1	$27K	Buy	+649	New	+$29.3K	0.01%	521

Other funds holding RIO

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gupta Wealth Management increased its Rio Tinto (RIO) stake by 74% in Q1 2016, buying an estimated $7.85K and bringing the position to 695 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Gupta Wealth Management first reported a position in RIO in Q1 2015 and has held it in 5 quarters since. The position peaked at $27K in Q1 2015. 263 funds tracked by Wall St. Rank hold RIO as of Q1 2016.

Gupta Wealth Management held 695 shares of Rio Tinto worth $20K as of Q1 2016.
Gupta Wealth Management bought 295 Rio Tinto shares in Q1 2016, an estimated $7.85K.
Rio Tinto made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #656 holding.
Gupta Wealth Management first reported a position in Rio Tinto in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Rio Tinto position peaked at $27K in Q1 2015.
263 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2016.

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