GWM
INVN

Gupta Wealth Management’s Invensense Inc INVN Stock Holding History

Gupta Wealth Management’s Portfolio INVN Stock Details INVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$10K – 1341
2015
Q4 		$10K Buy
1,000
+700
+233% +$7.75K ﹤0.01% 895
2015
Q3 		$3K Sell
300
-300
-50% -$3.37K ﹤0.01% 1113
2015
Q2 		$9K Buy
+600
New +$9.06K ﹤0.01% 938

Other funds holding INVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

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

Gupta Wealth Management sold out of Invensense Inc (INVN) in Q1 2016, closing a stake of 1,000 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in INVN in Q2 2015 and held it in 3 quarters. The position peaked at $10K in Q4 2015. 167 funds tracked by Wall St. Rank hold INVN as of Q1 2016.

  • Gupta Wealth Management reported no remaining Invensense Inc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,000 Invensense Inc shares in Q1 2016, an estimated $10K.
  • Gupta Wealth Management first reported a position in Invensense Inc in Q2 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Invensense Inc position peaked at $10K in Q4 2015.
  • 167 funds tracked by Wall St. Rank held Invensense Inc as of Q1 2016.

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