GWM
OTIC

Gupta Wealth Management’s Otonomy, Inc. OTIC Stock Holding History

Gupta Wealth Management’s Portfolio OTIC Stock Details OTIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$43K Hold
2,855
– – 0.01% 464
2015
Q4 		$79K Buy
2,855
+1,218
+74% +$30.3K 0.02% 365
2015
Q3 		$29K Buy
+1,637
New +$38.7K 0.01% 591

Other funds holding OTIC

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Gupta Wealth Management held its Otonomy, Inc. (OTIC) position steady in Q1 2016 at 2,855 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #464.

Gupta Wealth Management first reported a position in OTIC in Q3 2015 and has held it in 3 quarters since. The position peaked at $79K in Q4 2015. 89 funds tracked by Wall St. Rank hold OTIC as of Q1 2016.

  • Gupta Wealth Management held 2,855 shares of Otonomy, Inc. worth $43K as of Q1 2016.
  • Gupta Wealth Management left its Otonomy, Inc. share count unchanged in Q1 2016.
  • Otonomy, Inc. made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #464 holding.
  • Gupta Wealth Management first reported a position in Otonomy, Inc. in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Otonomy, Inc. position peaked at $79K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held Otonomy, Inc. as of Q1 2016.

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