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Gupta Wealth Management’s Seagate STX Stock Holding History

Gupta Wealth Management’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2K Sell
50
-412
-89% -$13.3K ﹤0.01% 1081
2015
Q4 		$17K Buy
462
+425
+1,149% +$16.2K ﹤0.01% 714
2015
Q3 		$2K Sell
37
-558
-94% -$27K ﹤0.01% 1152
2015
Q2 		$28K Sell
595
-138
-19% -$7.62K 0.01% 656
2015
Q1 		$38K Buy
+733
New +$43.6K 0.01% 451

Other funds holding STX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Gupta Wealth Management reduced its Seagate (STX) stake by 89% in Q1 2016, selling an estimated $13.3K and leaving 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Gupta Wealth Management first reported a position in STX in Q1 2015 and has held it in 5 quarters since. The position peaked at $38K in Q1 2015. 481 funds tracked by Wall St. Rank hold STX as of Q1 2016.

  • Gupta Wealth Management held 50 shares of Seagate worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 412 Seagate shares in Q1 2016, an estimated $13.3K.
  • Seagate made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1081 holding.
  • Gupta Wealth Management first reported a position in Seagate in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Seagate position peaked at $38K in Q1 2015.
  • 481 funds tracked by Wall St. Rank held Seagate as of Q1 2016.

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