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Gupta Wealth Management’s Adobe ADBE Stock Holding History

Gupta Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$45K Sell
480
-200
-29% -$17.3K 0.01% 458
2015
Q4 		$64K Buy
680
+200
+42% +$18K 0.02% 390
2015
Q3 		$39K Hold
480
– – 0.01% 496
2015
Q2 		$39K Hold
480
– – 0.01% 521
2015
Q1 		$35K Buy
+480
New +$35.8K 0.01% 463

Other funds holding ADBE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Gupta Wealth Management reduced its Adobe (ADBE) stake by 29% in Q1 2016, selling an estimated $17.3K and leaving 480 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #458.

Gupta Wealth Management first reported a position in ADBE in Q1 2015 and has held it in 5 quarters since. The position peaked at $64K in Q4 2015. 826 funds tracked by Wall St. Rank hold ADBE as of Q1 2016.

  • Gupta Wealth Management held 480 shares of Adobe worth $45K as of Q1 2016.
  • Gupta Wealth Management sold 200 Adobe shares in Q1 2016, an estimated $17.3K.
  • Adobe made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #458 holding.
  • Gupta Wealth Management first reported a position in Adobe in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Adobe position peaked at $64K in Q4 2015.
  • 826 funds tracked by Wall St. Rank held Adobe as of Q1 2016.

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