GWM
ALR

Gupta Wealth Management’s Alere Inc ALR Stock Holding History

Gupta Wealth Management’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$46K Hold
900
– – 0.01% 457
2015
Q4 		$35K Buy
+900
New +$38.6K 0.01% 515

Other funds holding ALR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

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

Gupta Wealth Management held its Alere Inc (ALR) position steady in Q1 2016 at 900 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #457.

Gupta Wealth Management first reported a position in ALR in Q4 2015 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold ALR as of Q1 2016.

  • Gupta Wealth Management held 900 shares of Alere Inc worth $46K as of Q1 2016.
  • Gupta Wealth Management left its Alere Inc share count unchanged in Q1 2016.
  • Alere Inc made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #457 holding.
  • Gupta Wealth Management first reported a position in Alere Inc in Q4 2015 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Alere Inc as of Q1 2016.

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