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Gupta Wealth Management’s National CineMedia NCMI Stock Holding History

Gupta Wealth Management’s Portfolio NCMI Stock Details NCMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$46K Hold
300
– – 0.01% 453
2015
Q4 		$47K Buy
+300
New +$44.5K 0.01% 444

Other funds holding NCMI

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.44B AUM 3.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management held its National CineMedia (NCMI) position steady in Q1 2016 at 300 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #453.

Gupta Wealth Management first reported a position in NCMI in Q4 2015 and has held it in 2 quarters since. The position peaked at $47K in Q4 2015. 145 funds tracked by Wall St. Rank hold NCMI as of Q1 2016.

  • Gupta Wealth Management held 300 shares of National CineMedia worth $46K as of Q1 2016.
  • Gupta Wealth Management left its National CineMedia share count unchanged in Q1 2016.
  • National CineMedia made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #453 holding.
  • Gupta Wealth Management first reported a position in National CineMedia in Q4 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's National CineMedia position peaked at $47K in Q4 2015.
  • 145 funds tracked by Wall St. Rank held National CineMedia as of Q1 2016.

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