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Gupta Wealth Management’s Vodafone VOD Stock Holding History

Gupta Wealth Management’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$127K Sell
3,957
-175
-4% -$5.45K 0.03% 295
2015
Q4 		$133K Buy
4,132
+631
+18% +$20.6K 0.03% 291
2015
Q3 		$111K Sell
3,501
-986
-22% -$35.1K 0.03% 331
2015
Q2 		$164K Buy
4,487
+1,649
+58% +$59.4K 0.04% 280
2015
Q1 		$93K Buy
+2,838
New +$97.6K 0.03% 313

Other funds holding VOD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gupta Wealth Management reduced its Vodafone (VOD) stake by 4.2% in Q1 2016, selling an estimated $5.45K and leaving 3,957 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #295.

Gupta Wealth Management first reported a position in VOD in Q1 2015 and has held it in 5 quarters since. The position peaked at $164K in Q2 2015. 608 funds tracked by Wall St. Rank hold VOD as of Q1 2016.

  • Gupta Wealth Management held 3,957 shares of Vodafone worth $127K as of Q1 2016.
  • Gupta Wealth Management sold 175 Vodafone shares in Q1 2016, an estimated $5.45K.
  • Vodafone made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #295 holding.
  • Gupta Wealth Management first reported a position in Vodafone in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vodafone position peaked at $164K in Q2 2015.
  • 608 funds tracked by Wall St. Rank held Vodafone as of Q1 2016.

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