GWM
GMCR

Gupta Wealth Management’s KEURIG GREEN MTN INC GMCR Stock Holding History

Gupta Wealth Management’s Portfolio GMCR Stock Details GMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-83
Closed -$7K – 1354
2015
Q4 		$7K Buy
83
+13
+19% +$808 ﹤0.01% 980
2015
Q3 		$4K Sell
70
-100
-59% -$6.15K ﹤0.01% 1077
2015
Q2 		$13K Hold
170
– – ﹤0.01% 851
2015
Q1 		$19K Buy
+170
New +$21.3K 0.01% 624

Other funds holding GMCR

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Gupta Wealth Management sold out of KEURIG GREEN MTN INC (GMCR) in Q1 2016, closing a stake of 83 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in GMCR in Q1 2015 and held it in 4 quarters. The position peaked at $19K in Q1 2015. 3 funds tracked by Wall St. Rank hold GMCR as of Q1 2016.

  • Gupta Wealth Management reported no remaining KEURIG GREEN MTN INC position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 83 KEURIG GREEN MTN INC shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in KEURIG GREEN MTN INC in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's KEURIG GREEN MTN INC position peaked at $19K in Q1 2015.
  • 3 funds tracked by Wall St. Rank held KEURIG GREEN MTN INC as of Q1 2016.

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