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Gupta Wealth Management’s Ametek AME Stock Holding History

Gupta Wealth Management’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$733K Buy
14,673
+3,479
+31% +$166K 0.17% 110
2015
Q4 		$600K Hold
11,194
– – 0.15% 123
2015
Q3 		$586K Buy
11,194
+8,558
+325% +$462K 0.14% 121
2015
Q2 		$144K Buy
+2,636
New +$141K 0.04% 295

Other funds holding AME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gupta Wealth Management increased its Ametek (AME) stake by 31% in Q1 2016, buying an estimated $166K and bringing the position to 14,673 shares worth $733K. The position accounts for 0.17% of the portfolio, ranked #110.

Gupta Wealth Management first reported a position in AME in Q2 2015 and has held it in 4 quarters since. 448 funds tracked by Wall St. Rank hold AME as of Q1 2016.

  • Gupta Wealth Management held 14,673 shares of Ametek worth $733K as of Q1 2016.
  • Gupta Wealth Management bought 3,479 Ametek shares in Q1 2016, an estimated $166K.
  • Ametek made up 0.17% of Gupta Wealth Management's portfolio in Q1 2016, its #110 holding.
  • Gupta Wealth Management first reported a position in Ametek in Q2 2015 and has held it in 4 quarters since.
  • 448 funds tracked by Wall St. Rank held Ametek as of Q1 2016.

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