GWM
LLTC

Gupta Wealth Management’s Linear Technology Corp LLTC Stock Holding History

Gupta Wealth Management’s Portfolio LLTC Stock Details LLTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$8K Hold
172
– – ﹤0.01% 912
2015
Q4 		$7K Sell
172
-450
-72% -$19.8K ﹤0.01% 979
2015
Q3 		$25K Buy
+622
New +$25.5K 0.01% 645
2015
Q2 		– Sell
-649
Closed -$30K – 1380
2015
Q1 		$30K Buy
+649
New +$30.4K 0.01% 508

Other funds holding LLTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management held its Linear Technology Corp (LLTC) position steady in Q1 2016 at 172 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Gupta Wealth Management first reported a position in LLTC in Q1 2015 and has held it in 4 quarters since. The position peaked at $30K in Q1 2015. 513 funds tracked by Wall St. Rank hold LLTC as of Q1 2016.

  • Gupta Wealth Management held 172 shares of Linear Technology Corp worth $8K as of Q1 2016.
  • Gupta Wealth Management left its Linear Technology Corp share count unchanged in Q1 2016.
  • Linear Technology Corp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #912 holding.
  • Gupta Wealth Management first reported a position in Linear Technology Corp in Q1 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Linear Technology Corp position peaked at $30K in Q1 2015.
  • 513 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2016.

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