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Gupta Wealth Management’s AT&T T Stock Holding History

Gupta Wealth Management’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1.03M Sell
34,914
-6,759
-16% -$187K 0.24% 89
2015
Q4 		$1.08M Sell
41,673
-5,496
-12% -$139K 0.28% 82
2015
Q3 		$1.16M Buy
47,169
+6,529
+16% +$166K 0.28% 77
2015
Q2 		$1.09M Buy
40,640
+4,775
+13% +$123K 0.27% 85
2015
Q1 		$884K Buy
+35,865
New +$912K 0.26% 91

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gupta Wealth Management's T Position: Q1 2016 in Review

Gupta Wealth Management reduced its AT&T (T) stake by 16% in Q1 2016, selling an estimated $187K and leaving 34,914 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #89.

Gupta Wealth Management first reported a position in T in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.16M in Q3 2015. 1,896 funds tracked by Wall St. Rank hold T as of Q1 2016.

  • Gupta Wealth Management held 34,914 shares of AT&T worth $1.03M as of Q1 2016.
  • Gupta Wealth Management sold 6,759 AT&T shares in Q1 2016, an estimated $187K.
  • AT&T made up 0.24% of Gupta Wealth Management's portfolio in Q1 2016, its #89 holding.
  • Gupta Wealth Management first reported a position in AT&T in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's AT&T position peaked at $1.16M in Q3 2015.
  • 1,896 funds tracked by Wall St. Rank held AT&T as of Q1 2016.

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