Gupta Wealth Management’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.73M	Sell	35,719 -3,759	-10%	-$184K	0.4%	60
2015 Q4	$2.15M	Sell	39,478 -10,454	-21%	-$568K	0.55%	43
2015 Q3	$2.56M	Sell	49,932 -11,950	-19%	-$657K	0.62%	39
2015 Q2	$3.48M	Buy	61,882 +1,744	+3%	+$97.2K	0.85%	25
2015 Q1	$3.27M	Buy	+60,138	New	+$3.25M	0.96%	24

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gupta Wealth Management reduced its Wells Fargo (WFC) stake by 9.5% in Q1 2016, selling an estimated $184K and leaving 35,719 shares worth $1.73M. The position accounts for 0.4% of the portfolio, ranked #60.

Gupta Wealth Management first reported a position in WFC in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.48M in Q2 2015. 1,901 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

Gupta Wealth Management held 35,719 shares of Wells Fargo worth $1.73M as of Q1 2016.
Gupta Wealth Management sold 3,759 Wells Fargo shares in Q1 2016, an estimated $184K.
Wells Fargo made up 0.4% of Gupta Wealth Management's portfolio in Q1 2016, its #60 holding.
Gupta Wealth Management first reported a position in Wells Fargo in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Wells Fargo position peaked at $3.48M in Q2 2015.
1,901 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

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