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Gupta Wealth Management’s Banco Santander SAN Stock Holding History

Gupta Wealth Management’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,701
Closed -$73K – 1263
2015
Q4 		$73K Buy
15,701
+10,484
+201% +$54.4K 0.02% 381
2015
Q3 		$26K Buy
5,217
+296
+6% +$1.8K 0.01% 627
2015
Q2 		$33K Buy
+4,921
New +$34.3K 0.01% 579

Other funds holding SAN

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Gupta Wealth Management sold out of Banco Santander (SAN) in Q1 2016, closing a stake of 15,701 shares — an estimated $73K sold.

Gupta Wealth Management first reported a position in SAN in Q2 2015 and held it in 3 quarters. The position peaked at $73K in Q4 2015. 261 funds tracked by Wall St. Rank hold SAN as of Q1 2016.

  • Gupta Wealth Management reported no remaining Banco Santander position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 15,701 Banco Santander shares in Q1 2016, an estimated $73K.
  • Gupta Wealth Management first reported a position in Banco Santander in Q2 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Banco Santander position peaked at $73K in Q4 2015.
  • 261 funds tracked by Wall St. Rank held Banco Santander as of Q1 2016.

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