GWM
ABCO

Gupta Wealth Management’s Advisory Board Co ABCO Stock Holding History

Gupta Wealth Management’s Portfolio ABCO Stock Details ABCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$6K Hold
175
– – ﹤0.01% 954
2015
Q4 		$9K Buy
175
+25
+17% +$1.22K ﹤0.01% 922
2015
Q3 		$7K Hold
150
– – ﹤0.01% 1006
2015
Q2 		$8K Hold
150
– – ﹤0.01% 958
2015
Q1 		$8K Buy
+150
New +$7.65K ﹤0.01% 817

Other funds holding ABCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Gupta Wealth Management held its Advisory Board Co (ABCO) position steady in Q1 2016 at 175 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Gupta Wealth Management first reported a position in ABCO in Q1 2015 and has held it in 5 quarters since. The position peaked at $9K in Q4 2015. 164 funds tracked by Wall St. Rank hold ABCO as of Q1 2016.

  • Gupta Wealth Management held 175 shares of Advisory Board Co worth $6K as of Q1 2016.
  • Gupta Wealth Management left its Advisory Board Co share count unchanged in Q1 2016.
  • Advisory Board Co made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #954 holding.
  • Gupta Wealth Management first reported a position in Advisory Board Co in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Advisory Board Co position peaked at $9K in Q4 2015.
  • 164 funds tracked by Wall St. Rank held Advisory Board Co as of Q1 2016.

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