Gupta Wealth Management’s Waters Corp WAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$36K	Hold	270	–	–	0.01%	509
2015 Q4	$36K	Hold	270	–	–	0.01%	500
2015 Q3	$32K	Hold	270	–	–	0.01%	554
2015 Q2	$35K	Hold	270	–	–	0.01%	557
2015 Q1	$34K	Buy	+270	New	+$32.2K	0.01%	472

Other funds holding WAT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management held its Waters Corp (WAT) position steady in Q1 2016 at 270 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #509.

Gupta Wealth Management first reported a position in WAT in Q1 2015 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold WAT as of Q1 2016.

Gupta Wealth Management held 270 shares of Waters Corp worth $36K as of Q1 2016.
Gupta Wealth Management left its Waters Corp share count unchanged in Q1 2016.
Waters Corp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #509 holding.
Gupta Wealth Management first reported a position in Waters Corp in Q1 2015 and has held it in 5 quarters since.
475 funds tracked by Wall St. Rank held Waters Corp as of Q1 2016.

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