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Gupta Wealth Management’s Jabil JBL Stock Holding History

Gupta Wealth Management’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$34K Hold
1,754
– – 0.01% 531
2015
Q4 		$41K Buy
1,754
+3
+0.2% +$71 0.01% 465
2015
Q3 		$39K Buy
1,751
+690
+65% +$13.7K 0.01% 498
2015
Q2 		$23K Buy
1,061
+3
+0.3% +$71 0.01% 701
2015
Q1 		$25K Buy
+1,058
New +$23.1K 0.01% 544

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Gupta Wealth Management held its Jabil (JBL) position steady in Q1 2016 at 1,754 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #531.

Gupta Wealth Management first reported a position in JBL in Q1 2015 and has held it in 5 quarters since. The position peaked at $41K in Q4 2015. 328 funds tracked by Wall St. Rank hold JBL as of Q1 2016.

  • Gupta Wealth Management held 1,754 shares of Jabil worth $34K as of Q1 2016.
  • Gupta Wealth Management left its Jabil share count unchanged in Q1 2016.
  • Jabil made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #531 holding.
  • Gupta Wealth Management first reported a position in Jabil in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Jabil position peaked at $41K in Q4 2015.
  • 328 funds tracked by Wall St. Rank held Jabil as of Q1 2016.

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