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Gupta Wealth Management’s Xerox XRX Stock Holding History

Gupta Wealth Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$17K Sell
575
-49
-8% -$1.26K ﹤0.01% 715
2015
Q4 		$17K Sell
624
-555
-47% -$14.9K ﹤0.01% 716
2015
Q3 		$30K Buy
1,179
+1,130
+2,306% +$31.3K 0.01% 579
2015
Q2 		$1K Hold
49
– – ﹤0.01% 1218
2015
Q1 		$2K Buy
+49
New +$1.73K ﹤0.01% 1039

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gupta Wealth Management reduced its Xerox (XRX) stake by 7.9% in Q1 2016, selling an estimated $1.26K and leaving 575 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Gupta Wealth Management first reported a position in XRX in Q1 2015 and has held it in 5 quarters since. The position peaked at $30K in Q3 2015. 505 funds tracked by Wall St. Rank hold XRX as of Q1 2016.

  • Gupta Wealth Management held 575 shares of Xerox worth $17K as of Q1 2016.
  • Gupta Wealth Management sold 49 Xerox shares in Q1 2016, an estimated $1.26K.
  • Xerox made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #715 holding.
  • Gupta Wealth Management first reported a position in Xerox in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Xerox position peaked at $30K in Q3 2015.
  • 505 funds tracked by Wall St. Rank held Xerox as of Q1 2016.

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