Gupta Wealth Management’s AllianceBernstein AB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-750	Closed	-$20K	–	1238
2015 Q3	$20K	Sell	750 -1,076	-59%	-$29.5K	﹤0.01%	684
2015 Q2	$54K	Hold	1,826	–	–	0.01%	456
2015 Q1	$56K	Buy	+1,826	New	+$49.7K	0.02%	385

Other funds holding AB

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Gupta Wealth Management's AB Position: Q4 2015 in Review

Gupta Wealth Management sold out of AllianceBernstein (AB) in Q4 2015, closing a stake of 750 shares — an estimated $20K sold.

Gupta Wealth Management first reported a position in AB in Q1 2015 and held it in 3 quarters. The position peaked at $56K in Q1 2015. 162 funds tracked by Wall St. Rank hold AB as of Q4 2015.

Gupta Wealth Management reported no remaining AllianceBernstein position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 750 AllianceBernstein shares in Q4 2015, an estimated $20K.
Gupta Wealth Management first reported a position in AllianceBernstein in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's AllianceBernstein position peaked at $56K in Q1 2015.
162 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.