Gupta Wealth Management’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$9K Sell
153
-41
-21% -$2.33K ﹤0.01% 877
2015
Q4
$13K Hold
194
﹤0.01% 823
2015
Q3
$13K Sell
194
-178
-48% -$13.2K ﹤0.01% 851
2015
Q2
$29K Buy
372
+331
+807% +$25.8K 0.01% 650
2015
Q1
$3K Buy
+41
New +$3.07K ﹤0.01% 968

Other funds holding STT

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

Gupta Wealth Management reduced its State Street (STT) stake by 21% in Q1 2016, selling an estimated $2.33K and leaving 153 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Gupta Wealth Management first reported a position in STT in Q1 2015 and has held it in 5 quarters since. The position peaked at $29K in Q2 2015. 677 funds tracked by Wall St. Rank hold STT as of Q1 2016.

  • Gupta Wealth Management held 153 shares of State Street worth $9K as of Q1 2016.
  • Gupta Wealth Management sold 41 State Street shares in Q1 2016, an estimated $2.33K.
  • State Street made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #877 holding.
  • Gupta Wealth Management first reported a position in State Street in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's State Street position peaked at $29K in Q2 2015.
  • 677 funds tracked by Wall St. Rank held State Street as of Q1 2016.

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