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Gupta Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Gupta Wealth Management’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$6K Sell
110
-284
-72% -$14K ﹤0.01% 941
2015
Q4 		$20K Buy
394
+284
+258% +$14.1K 0.01% 663
2015
Q3 		$5K Hold
110
– – ﹤0.01% 1046
2015
Q2 		$5K Hold
110
– – ﹤0.01% 1022
2015
Q1 		$5K Buy
+110
New +$4.19K ﹤0.01% 899

Other funds holding PBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Gupta Wealth Management reduced its Prestige Consumer Healthcare (PBH) stake by 72% in Q1 2016, selling an estimated $14K and leaving 110 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Gupta Wealth Management first reported a position in PBH in Q1 2015 and has held it in 5 quarters since. The position peaked at $20K in Q4 2015. 258 funds tracked by Wall St. Rank hold PBH as of Q1 2016.

  • Gupta Wealth Management held 110 shares of Prestige Consumer Healthcare worth $6K as of Q1 2016.
  • Gupta Wealth Management sold 284 Prestige Consumer Healthcare shares in Q1 2016, an estimated $14K.
  • Prestige Consumer Healthcare made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #941 holding.
  • Gupta Wealth Management first reported a position in Prestige Consumer Healthcare in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Prestige Consumer Healthcare position peaked at $20K in Q4 2015.
  • 258 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2016.

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