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Gupta Wealth Management’s TransAlta TAC Stock Holding History

Gupta Wealth Management’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,805
Closed -$13K – 1356
2015
Q3 		$13K Buy
2,805
+1,240
+79% +$7.07K ﹤0.01% 853
2015
Q2 		$12K Buy
+1,565
New +$14.1K ﹤0.01% 859

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gupta Wealth Management's TAC Position: Q4 2015 in Review

Gupta Wealth Management sold out of TransAlta (TAC) in Q4 2015, closing a stake of 2,805 shares — an estimated $13K sold.

Gupta Wealth Management first reported a position in TAC in Q2 2015 and held it in 2 quarters. The position peaked at $13K in Q3 2015. 94 funds tracked by Wall St. Rank hold TAC as of Q4 2015.

  • Gupta Wealth Management reported no remaining TransAlta position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,805 TransAlta shares in Q4 2015, an estimated $13K.
  • Gupta Wealth Management first reported a position in TransAlta in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's TransAlta position peaked at $13K in Q3 2015.
  • 94 funds tracked by Wall St. Rank held TransAlta as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.