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Gupta Wealth Management’s Broadridge BR Stock Holding History

Gupta Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$6K Hold
107
– – ﹤0.01% 932
2015
Q4 		$6K Sell
107
-400
-79% -$22.4K ﹤0.01% 985
2015
Q3 		$28K Hold
507
– – 0.01% 596
2015
Q2 		$25K Buy
507
+100
+25% +$5.33K 0.01% 675
2015
Q1 		$22K Buy
+407
New +$20.7K 0.01% 569

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Gupta Wealth Management held its Broadridge (BR) position steady in Q1 2016 at 107 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Gupta Wealth Management first reported a position in BR in Q1 2015 and has held it in 5 quarters since. The position peaked at $28K in Q3 2015. 466 funds tracked by Wall St. Rank hold BR as of Q1 2016.

  • Gupta Wealth Management held 107 shares of Broadridge worth $6K as of Q1 2016.
  • Gupta Wealth Management left its Broadridge share count unchanged in Q1 2016.
  • Broadridge made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #932 holding.
  • Gupta Wealth Management first reported a position in Broadridge in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Broadridge position peaked at $28K in Q3 2015.
  • 466 funds tracked by Wall St. Rank held Broadridge as of Q1 2016.

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