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Gupta Wealth Management’s Abbott ABT Stock Holding History

Gupta Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$210K Buy
5,030
+70
+1% +$2.77K 0.05% 239
2015
Q4 		$223K Sell
4,960
-39
-0.8% -$1.72K 0.06% 233
2015
Q3 		$201K Buy
4,999
+69
+1% +$3.25K 0.05% 247
2015
Q2 		$242K Buy
4,930
+647
+15% +$31.1K 0.06% 228
2015
Q1 		$198K Buy
+4,283
New +$197K 0.06% 215

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Gupta Wealth Management increased its Abbott (ABT) stake by 1.4% in Q1 2016, buying an estimated $2.77K and bringing the position to 5,030 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #239.

Gupta Wealth Management first reported a position in ABT in Q1 2015 and has held it in 5 quarters since. The position peaked at $242K in Q2 2015. 1,471 funds tracked by Wall St. Rank hold ABT as of Q1 2016.

  • Gupta Wealth Management held 5,030 shares of Abbott worth $210K as of Q1 2016.
  • Gupta Wealth Management bought 70 Abbott shares in Q1 2016, an estimated $2.77K.
  • Abbott made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #239 holding.
  • Gupta Wealth Management first reported a position in Abbott in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Abbott position peaked at $242K in Q2 2015.
  • 1,471 funds tracked by Wall St. Rank held Abbott as of Q1 2016.

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