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Gupta Wealth Management’s Ericsson ERIC Stock Holding History

Gupta Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$24K Buy
2,373
+2,000
+536% +$18.4K 0.01% 608
2015
Q4 		$4K Buy
+373
New +$3.63K ﹤0.01% 1040

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Gupta Wealth Management increased its Ericsson (ERIC) stake by 536% in Q1 2016, buying an estimated $18.4K and bringing the position to 2,373 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #608.

Gupta Wealth Management first reported a position in ERIC in Q4 2015 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold ERIC as of Q1 2016.

  • Gupta Wealth Management held 2,373 shares of Ericsson worth $24K as of Q1 2016.
  • Gupta Wealth Management bought 2,000 Ericsson shares in Q1 2016, an estimated $18.4K.
  • Ericsson made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #608 holding.
  • Gupta Wealth Management first reported a position in Ericsson in Q4 2015 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Ericsson as of Q1 2016.

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