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Gupta Wealth Management’s Illumina ILMN Stock Holding History

Gupta Wealth Management’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1.01M Buy
6,416
+170
+3% +$26K 0.24% 90
2015
Q4 		$1.17M Sell
6,246
-205
-3% -$33.1K 0.3% 75
2015
Q3 		$1.1M Buy
6,451
+1,141
+21% +$231K 0.27% 79
2015
Q2 		$1.13M Buy
5,310
+133
+3% +$26K 0.28% 83
2015
Q1 		$935K Buy
+5,177
New +$975K 0.28% 86

Other funds holding ILMN

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Gupta Wealth Management increased its Illumina (ILMN) stake by 2.7% in Q1 2016, buying an estimated $26K and bringing the position to 6,416 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #90.

Gupta Wealth Management first reported a position in ILMN in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2015. 552 funds tracked by Wall St. Rank hold ILMN as of Q1 2016.

  • Gupta Wealth Management held 6,416 shares of Illumina worth $1.01M as of Q1 2016.
  • Gupta Wealth Management bought 170 Illumina shares in Q1 2016, an estimated $26K.
  • Illumina made up 0.24% of Gupta Wealth Management's portfolio in Q1 2016, its #90 holding.
  • Gupta Wealth Management first reported a position in Illumina in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Illumina position peaked at $1.17M in Q4 2015.
  • 552 funds tracked by Wall St. Rank held Illumina as of Q1 2016.

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