Gupta Wealth Management’s Teekay TK Stock Holding History

Gupta Wealth Management’s Portfolio TK Stock Details TK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-250	Closed	-$7K	–	1358
2015 Q3	$7K	Hold	250	–	–	﹤0.01%	999
2015 Q2	$11K	Buy	+250	New	+$11.8K	﹤0.01%	877

Other funds holding TK

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIM

Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

NMVA

New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return

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

Gupta Wealth Management sold out of Teekay (TK) in Q4 2015, closing a stake of 250 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in TK in Q2 2015 and held it in 2 quarters. The position peaked at $11K in Q2 2015. 159 funds tracked by Wall St. Rank hold TK as of Q4 2015.

Gupta Wealth Management reported no remaining Teekay position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 250 Teekay shares in Q4 2015, an estimated $7K.
Gupta Wealth Management first reported a position in Teekay in Q2 2015 and held it in 2 quarters.
Gupta Wealth Management's Teekay position peaked at $11K in Q2 2015.
159 funds tracked by Wall St. Rank held Teekay as of Q4 2015.

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