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Gupta Wealth Management’s Bread Financial BFH Stock Holding History

Gupta Wealth Management’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5
Closed -$1K – 1159
2015
Q4 		$1K Buy
+5
New +$1.13K ﹤0.01% 1170
2015
Q3 		– Sell
-14
Closed -$3K – 1264
2015
Q2 		$3K Sell
14
-37
-73% -$8.85K ﹤0.01% 1074
2015
Q1 		$12K Buy
+51
New +$11.7K ﹤0.01% 715

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Gupta Wealth Management sold out of Bread Financial (BFH) in Q1 2016, closing a stake of 5 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in BFH in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q1 2015. 519 funds tracked by Wall St. Rank hold BFH as of Q1 2016.

  • Gupta Wealth Management reported no remaining Bread Financial position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 5 Bread Financial shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Bread Financial in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Bread Financial position peaked at $12K in Q1 2015.
  • 519 funds tracked by Wall St. Rank held Bread Financial as of Q1 2016.

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