GWM
MENT

Gupta Wealth Management’s Mentor Graphics Corp MENT Stock Holding History

Gupta Wealth Management’s Portfolio MENT Stock Details MENT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$33K Buy
1,645
+695
+73% +$12.7K 0.01% 546
2015
Q4 		$17K Buy
+950
New +$21.7K ﹤0.01% 720
2015
Q2 		– Sell
-251
Closed -$6K – 1378
2015
Q1 		$6K Buy
+251
New +$5.88K ﹤0.01% 878

Other funds holding MENT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Gupta Wealth Management increased its Mentor Graphics Corp (MENT) stake by 73% in Q1 2016, buying an estimated $12.7K and bringing the position to 1,645 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #546.

Gupta Wealth Management first reported a position in MENT in Q1 2015 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold MENT as of Q1 2016.

  • Gupta Wealth Management held 1,645 shares of Mentor Graphics Corp worth $33K as of Q1 2016.
  • Gupta Wealth Management bought 695 Mentor Graphics Corp shares in Q1 2016, an estimated $12.7K.
  • Mentor Graphics Corp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #546 holding.
  • Gupta Wealth Management first reported a position in Mentor Graphics Corp in Q1 2015 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held Mentor Graphics Corp as of Q1 2016.

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