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Gupta Wealth Management’s Everest Group EG Stock Holding History

Gupta Wealth Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$35K Hold
176
– – 0.01% 517
2015
Q4 		$32K Hold
176
– – 0.01% 536
2015
Q3 		$31K Hold
176
– – 0.01% 560
2015
Q2 		$32K Buy
+176
New +$32K 0.01% 592

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Gupta Wealth Management held its Everest Group (EG) position steady in Q1 2016 at 176 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #517.

Gupta Wealth Management first reported a position in EG in Q2 2015 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold EG as of Q1 2016.

  • Gupta Wealth Management held 176 shares of Everest Group worth $35K as of Q1 2016.
  • Gupta Wealth Management left its Everest Group share count unchanged in Q1 2016.
  • Everest Group made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #517 holding.
  • Gupta Wealth Management first reported a position in Everest Group in Q2 2015 and has held it in 4 quarters since.
  • 379 funds tracked by Wall St. Rank held Everest Group as of Q1 2016.

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