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Gupta Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History

Gupta Wealth Management’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$34K Hold
505
– – 0.01% 534
2015
Q4 		$29K Hold
505
– – 0.01% 577
2015
Q3 		$34K Sell
505
-5
-1% -$393 0.01% 533
2015
Q2 		$47K Buy
510
+5
+1% +$426 0.01% 486
2015
Q1 		$41K Buy
+505
New +$39.1K 0.01% 439

Other funds holding VAC

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Gupta Wealth Management held its Marriott Vacations Worldwide (VAC) position steady in Q1 2016 at 505 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #534.

Gupta Wealth Management first reported a position in VAC in Q1 2015 and has held it in 5 quarters since. The position peaked at $47K in Q2 2015. 239 funds tracked by Wall St. Rank hold VAC as of Q1 2016.

  • Gupta Wealth Management held 505 shares of Marriott Vacations Worldwide worth $34K as of Q1 2016.
  • Gupta Wealth Management left its Marriott Vacations Worldwide share count unchanged in Q1 2016.
  • Marriott Vacations Worldwide made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #534 holding.
  • Gupta Wealth Management first reported a position in Marriott Vacations Worldwide in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Marriott Vacations Worldwide position peaked at $47K in Q2 2015.
  • 239 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q1 2016.

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