GWM
TECD

Gupta Wealth Management’s Tech Data Corp TECD Stock Holding History

Gupta Wealth Management’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$35K Buy
462
+225
+95% +$15.4K 0.01% 523
2015
Q4 		$16K Hold
237
– – ﹤0.01% 749
2015
Q3 		$16K Buy
+237
New +$14.5K ﹤0.01% 768

Other funds holding TECD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management increased its Tech Data Corp (TECD) stake by 95% in Q1 2016, buying an estimated $15.4K and bringing the position to 462 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #523.

Gupta Wealth Management first reported a position in TECD in Q3 2015 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold TECD as of Q1 2016.

  • Gupta Wealth Management held 462 shares of Tech Data Corp worth $35K as of Q1 2016.
  • Gupta Wealth Management bought 225 Tech Data Corp shares in Q1 2016, an estimated $15.4K.
  • Tech Data Corp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #523 holding.
  • Gupta Wealth Management first reported a position in Tech Data Corp in Q3 2015 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2016.

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