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Gupta Wealth Management’s KB Home KBH Stock Holding History

Gupta Wealth Management’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$18K Buy
+1,229
New +$14.3K ﹤0.01% 682
2015
Q4 		– Sell
-2,123
Closed -$29K – 1309
2015
Q3 		$29K Hold
2,123
– – 0.01% 585
2015
Q2 		$35K Buy
+2,123
New +$32.4K 0.01% 556

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 18.14% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.84B AUM 30.42% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in KB Home (KBH) in Q1 2016: 1,229 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in KBH as recently as Q3 2015.

Gupta Wealth Management first reported a position in KBH in Q2 2015 and has held it in 3 quarters since. The position peaked at $35K in Q2 2015. 212 funds tracked by Wall St. Rank hold KBH as of Q1 2016.

  • Gupta Wealth Management held 1,229 shares of KB Home worth $18K as of Q1 2016.
  • KB Home was a new Gupta Wealth Management position in Q1 2016.
  • KB Home made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #682 holding.
  • Gupta Wealth Management first reported a position in KB Home in Q2 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's KB Home position peaked at $35K in Q2 2015.
  • 212 funds tracked by Wall St. Rank held KB Home as of Q1 2016.

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