GWM
JMBA

Gupta Wealth Management’s Jamba, Inc. JMBA Stock Holding History

Gupta Wealth Management’s Portfolio JMBA Stock Details JMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$25K Hold
2,050
– – 0.01% 606
2015
Q4 		$28K Buy
+2,050
New +$28.1K 0.01% 586

Other funds holding JMBA

EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ICP
Indus Capital Partners New York $29.9M AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
PGC
Pacific Grove Capital San Francisco, California $15.2M AUM 40.63% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gupta Wealth Management held its Jamba, Inc. (JMBA) position steady in Q1 2016 at 2,050 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #606.

Gupta Wealth Management first reported a position in JMBA in Q4 2015 and has held it in 2 quarters since. The position peaked at $28K in Q4 2015. 72 funds tracked by Wall St. Rank hold JMBA as of Q1 2016.

  • Gupta Wealth Management held 2,050 shares of Jamba, Inc. worth $25K as of Q1 2016.
  • Gupta Wealth Management left its Jamba, Inc. share count unchanged in Q1 2016.
  • Jamba, Inc. made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #606 holding.
  • Gupta Wealth Management first reported a position in Jamba, Inc. in Q4 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's Jamba, Inc. position peaked at $28K in Q4 2015.
  • 72 funds tracked by Wall St. Rank held Jamba, Inc. as of Q1 2016.

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