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Gupta Wealth Management’s Westamerica Bancorp WABC Stock Holding History

Gupta Wealth Management’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$15K – 1354
2015
Q2 		$15K Hold
300
– – ﹤0.01% 815
2015
Q1 		$13K Buy
+300
New +$13.1K ﹤0.01% 712

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BFA
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State Street
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Neuberger Berman Group
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JP Morgan Chase
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DRZID
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Dimensional Fund Advisors
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SIM
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Gupta Wealth Management's WABC Position: Q3 2015 in Review

Gupta Wealth Management sold out of Westamerica Bancorp (WABC) in Q3 2015, closing a stake of 300 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in WABC in Q1 2015 and held it in 2 quarters. The position peaked at $15K in Q2 2015. 136 funds tracked by Wall St. Rank hold WABC as of Q3 2015.

  • Gupta Wealth Management reported no remaining Westamerica Bancorp position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 300 Westamerica Bancorp shares in Q3 2015, an estimated $15K.
  • Gupta Wealth Management first reported a position in Westamerica Bancorp in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Westamerica Bancorp position peaked at $15K in Q2 2015.
  • 136 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.