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Gupta Wealth Management’s Associated Banc-Corp ASB Stock Holding History

Gupta Wealth Management’s Portfolio ASB Stock Details ASB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$15K Hold
811
– – ﹤0.01% 741
2015
Q4 		$15K Buy
+811
New +$15.7K ﹤0.01% 758

Other funds holding ASB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

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

Gupta Wealth Management held its Associated Banc-Corp (ASB) position steady in Q1 2016 at 811 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Gupta Wealth Management first reported a position in ASB in Q4 2015 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold ASB as of Q1 2016.

  • Gupta Wealth Management held 811 shares of Associated Banc-Corp worth $15K as of Q1 2016.
  • Gupta Wealth Management left its Associated Banc-Corp share count unchanged in Q1 2016.
  • Associated Banc-Corp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #741 holding.
  • Gupta Wealth Management first reported a position in Associated Banc-Corp in Q4 2015 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2016.

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