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Gupta Wealth Management’s Pacific Biosciences PACB Stock Holding History

Gupta Wealth Management’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$31K Hold
3,640
– – 0.01% 562
2015
Q4 		$48K Buy
3,640
+640
+21% +$5.74K 0.01% 441
2015
Q3 		$11K Hold
3,000
– – ﹤0.01% 884
2015
Q2 		$17K Hold
3,000
– – ﹤0.01% 771
2015
Q1 		$18K Buy
+3,000
New +$20.7K 0.01% 631

Other funds holding PACB

MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
BM
Bridger Management New York $150M AUM 17.71% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Gupta Wealth Management held its Pacific Biosciences (PACB) position steady in Q1 2016 at 3,640 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #562.

Gupta Wealth Management first reported a position in PACB in Q1 2015 and has held it in 5 quarters since. The position peaked at $48K in Q4 2015. 130 funds tracked by Wall St. Rank hold PACB as of Q1 2016.

  • Gupta Wealth Management held 3,640 shares of Pacific Biosciences worth $31K as of Q1 2016.
  • Gupta Wealth Management left its Pacific Biosciences share count unchanged in Q1 2016.
  • Pacific Biosciences made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #562 holding.
  • Gupta Wealth Management first reported a position in Pacific Biosciences in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Pacific Biosciences position peaked at $48K in Q4 2015.
  • 130 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2016.

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