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Gupta Wealth Management’s US Bancorp USB Stock Holding History

Gupta Wealth Management’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$189K Sell
4,665
-1,412
-23% -$56.3K 0.04% 251
2015
Q4 		$259K Buy
6,077
+1,293
+27% +$55.3K 0.07% 209
2015
Q3 		$196K Sell
4,784
-7,539
-61% -$327K 0.05% 252
2015
Q2 		$535K Buy
12,323
+625
+5% +$27.3K 0.13% 139
2015
Q1 		$511K Buy
+11,698
New +$512K 0.15% 125

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 16.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gupta Wealth Management reduced its US Bancorp (USB) stake by 23% in Q1 2016, selling an estimated $56.3K and leaving 4,665 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #251.

Gupta Wealth Management first reported a position in USB in Q1 2015 and has held it in 5 quarters since. The position peaked at $535K in Q2 2015. 1,211 funds tracked by Wall St. Rank hold USB as of Q1 2016.

  • Gupta Wealth Management held 4,665 shares of US Bancorp worth $189K as of Q1 2016.
  • Gupta Wealth Management sold 1,412 US Bancorp shares in Q1 2016, an estimated $56.3K.
  • US Bancorp made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #251 holding.
  • Gupta Wealth Management first reported a position in US Bancorp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's US Bancorp position peaked at $535K in Q2 2015.
  • 1,211 funds tracked by Wall St. Rank held US Bancorp as of Q1 2016.

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