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Gupta Wealth Management’s Hurco Companies Inc HURC Stock Holding History

Gupta Wealth Management’s Portfolio HURC Stock Details HURC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$5K – 1203
2015
Q4 		$5K Buy
+200
New +$5.33K ﹤0.01% 1013

Other funds holding HURC

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIS
AlphaOne Investment Services West Chester, Pennsylvania $79.5M AUM 49.42% 1-Year Est. Return

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

Gupta Wealth Management sold out of Hurco Companies Inc (HURC) in Q1 2016, closing a stake of 200 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in HURC in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 82 funds tracked by Wall St. Rank hold HURC as of Q1 2016.

  • Gupta Wealth Management reported no remaining Hurco Companies Inc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 200 Hurco Companies Inc shares in Q1 2016, an estimated $5K.
  • Gupta Wealth Management first reported a position in Hurco Companies Inc in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Hurco Companies Inc position peaked at $5K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held Hurco Companies Inc as of Q1 2016.

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