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Gupta Wealth Management’s Warner Bros WBD Stock Holding History

Gupta Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$16K Hold
558
– – ﹤0.01% 735
2015
Q4 		$15K Buy
+558
New +$16.1K ﹤0.01% 779
2015
Q3 		– Sell
-20
Closed -$1K – 1355
2015
Q2 		$1K Hold
20
– – ﹤0.01% 1216
2015
Q1 		$1K Buy
+20
New +$627 ﹤0.01% 1119

Other funds holding WBD

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

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

Gupta Wealth Management held its Warner Bros (WBD) position steady in Q1 2016 at 558 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Gupta Wealth Management first reported a position in WBD in Q1 2015 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold WBD as of Q1 2016.

  • Gupta Wealth Management held 558 shares of Warner Bros worth $16K as of Q1 2016.
  • Gupta Wealth Management left its Warner Bros share count unchanged in Q1 2016.
  • Warner Bros made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #735 holding.
  • Gupta Wealth Management first reported a position in Warner Bros in Q1 2015 and has held it in 4 quarters since.
  • 422 funds tracked by Wall St. Rank held Warner Bros as of Q1 2016.

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