Gupta Wealth Management’s AbbVie ABBV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$241K	Sell	4,214 -135	-3%	-$7.52K	0.06%	220
2015 Q4	$258K	Sell	4,349 -428	-9%	-$24.7K	0.07%	210
2015 Q3	$260K	Buy	4,777 +952	+25%	+$62K	0.06%	212
2015 Q2	$257K	Buy	3,825 +764	+25%	+$49.9K	0.06%	219
2015 Q1	$179K	Buy	+3,061	New	+$185K	0.05%	234

Other funds holding ABBV

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BIT

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

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management reduced its AbbVie (ABBV) stake by 3.1% in Q1 2016, selling an estimated $7.52K and leaving 4,214 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #220.

Gupta Wealth Management first reported a position in ABBV in Q1 2015 and has held it in 5 quarters since. The position peaked at $260K in Q3 2015. 1,640 funds tracked by Wall St. Rank hold ABBV as of Q1 2016.

Gupta Wealth Management held 4,214 shares of AbbVie worth $241K as of Q1 2016.
Gupta Wealth Management sold 135 AbbVie shares in Q1 2016, an estimated $7.52K.
AbbVie made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #220 holding.
Gupta Wealth Management first reported a position in AbbVie in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's AbbVie position peaked at $260K in Q3 2015.
1,640 funds tracked by Wall St. Rank held AbbVie as of Q1 2016.

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