GWM
SAP icon

Gupta Wealth Management’s SAP SAP Stock Holding History

Gupta Wealth Management’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-53
Closed -$4K – 1264
2015
Q4 		$4K Buy
+53
New +$4.07K ﹤0.01% 1054
2015
Q2 		– Sell
-264
Closed -$19K – 1313
2015
Q1 		$19K Buy
+264
New +$18K 0.01% 618

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gupta Wealth Management sold out of SAP (SAP) in Q1 2016, closing a stake of 53 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in SAP in Q1 2015 and held it in 2 quarters. The position peaked at $19K in Q1 2015. 306 funds tracked by Wall St. Rank hold SAP as of Q1 2016.

  • Gupta Wealth Management reported no remaining SAP position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 53 SAP shares in Q1 2016, an estimated $4K.
  • Gupta Wealth Management first reported a position in SAP in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's SAP position peaked at $19K in Q1 2015.
  • 306 funds tracked by Wall St. Rank held SAP as of Q1 2016.

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