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Gupta Wealth Management’s Teradata TDC Stock Holding History

Gupta Wealth Management’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$9K Sell
324
-551
-63% -$13.6K ﹤0.01% 879
2015
Q4 		$23K Buy
875
+501
+134% +$14.1K 0.01% 627
2015
Q3 		$11K Hold
374
– – ﹤0.01% 890
2015
Q2 		$14K Hold
374
– – ﹤0.01% 828
2015
Q1 		$17K Buy
+374
New +$16.4K 0.01% 643

Other funds holding TDC

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Gupta Wealth Management reduced its Teradata (TDC) stake by 63% in Q1 2016, selling an estimated $13.6K and leaving 324 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Gupta Wealth Management first reported a position in TDC in Q1 2015 and has held it in 5 quarters since. The position peaked at $23K in Q4 2015. 374 funds tracked by Wall St. Rank hold TDC as of Q1 2016.

  • Gupta Wealth Management held 324 shares of Teradata worth $9K as of Q1 2016.
  • Gupta Wealth Management sold 551 Teradata shares in Q1 2016, an estimated $13.6K.
  • Teradata made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #879 holding.
  • Gupta Wealth Management first reported a position in Teradata in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Teradata position peaked at $23K in Q4 2015.
  • 374 funds tracked by Wall St. Rank held Teradata as of Q1 2016.

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