Gupta Wealth Management’s Western Digital WDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$4K	Sell	124 -330	-73%	-$11.8K	﹤0.01%	1002
2015 Q4	$21K	Buy	454 +330	+266%	+$16.9K	0.01%	651
2015 Q3	$7K	Hold	124	–	–	﹤0.01%	1000
2015 Q2	$7K	Sell	124 -77	-38%	-$5.52K	﹤0.01%	976
2015 Q1	$14K	Buy	+201	New	+$15.7K	﹤0.01%	695

Other funds holding WDC

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Gupta Wealth Management reduced its Western Digital (WDC) stake by 73% in Q1 2016, selling an estimated $11.8K and leaving 124 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Gupta Wealth Management first reported a position in WDC in Q1 2015 and has held it in 5 quarters since. The position peaked at $21K in Q4 2015. 570 funds tracked by Wall St. Rank hold WDC as of Q1 2016.

Gupta Wealth Management held 124 shares of Western Digital worth $4K as of Q1 2016.
Gupta Wealth Management sold 330 Western Digital shares in Q1 2016, an estimated $11.8K.
Western Digital made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1002 holding.
Gupta Wealth Management first reported a position in Western Digital in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Western Digital position peaked at $21K in Q4 2015.
570 funds tracked by Wall St. Rank held Western Digital as of Q1 2016.

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