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Gupta Wealth Management’s Encore Capital Group ECPG Stock Holding History

Gupta Wealth Management’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$33K Buy
1,300
+1,100
+550% +$25.4K 0.01% 538
2015
Q4 		$6K Hold
200
– – ﹤0.01% 987
2015
Q3 		$7K Hold
200
– – ﹤0.01% 982
2015
Q2 		$9K Hold
200
– – ﹤0.01% 913
2015
Q1 		$8K Buy
+200
New +$8.3K ﹤0.01% 801

Other funds holding ECPG

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

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

Gupta Wealth Management increased its Encore Capital Group (ECPG) stake by 550% in Q1 2016, buying an estimated $25.4K and bringing the position to 1,300 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #538.

Gupta Wealth Management first reported a position in ECPG in Q1 2015 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold ECPG as of Q1 2016.

  • Gupta Wealth Management held 1,300 shares of Encore Capital Group worth $33K as of Q1 2016.
  • Gupta Wealth Management bought 1,100 Encore Capital Group shares in Q1 2016, an estimated $25.4K.
  • Encore Capital Group made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #538 holding.
  • Gupta Wealth Management first reported a position in Encore Capital Group in Q1 2015 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Encore Capital Group as of Q1 2016.

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