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Gupta Wealth Management’s Harmonic Inc HLIT Stock Holding History

Gupta Wealth Management’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-700
Closed -$3K – 1199
2015
Q4 		$3K Buy
+700
New +$3.73K ﹤0.01% 1081

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BFA
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PA
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Fuller & Thaler Asset Management
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $346M AUM 26.15% 1-Year Est. Return

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

Gupta Wealth Management sold out of Harmonic Inc (HLIT) in Q1 2016, closing a stake of 700 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in HLIT in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 145 funds tracked by Wall St. Rank hold HLIT as of Q1 2016.

  • Gupta Wealth Management reported no remaining Harmonic Inc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 700 Harmonic Inc shares in Q1 2016, an estimated $3K.
  • Gupta Wealth Management first reported a position in Harmonic Inc in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Harmonic Inc position peaked at $3K in Q4 2015.
  • 145 funds tracked by Wall St. Rank held Harmonic Inc as of Q1 2016.

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