GWM
PDLI

Gupta Wealth Management’s PDL BioPharma, Inc. PDLI Stock Holding History

Gupta Wealth Management’s Portfolio PDLI Stock Details PDLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,275
Closed -$8K – 1418
2015
Q2 		$8K Buy
1,275
+275
+28% +$1.84K ﹤0.01% 960
2015
Q1 		$7K Buy
+1,000
New +$7.24K ﹤0.01% 841

Other funds holding PDLI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Gupta Wealth Management's PDLI Position: Q3 2015 in Review

Gupta Wealth Management sold out of PDL BioPharma, Inc. (PDLI) in Q3 2015, closing a stake of 1,275 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in PDLI in Q1 2015 and held it in 2 quarters. The position peaked at $8K in Q2 2015. 213 funds tracked by Wall St. Rank hold PDLI as of Q3 2015.

  • Gupta Wealth Management reported no remaining PDL BioPharma, Inc. position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,275 PDL BioPharma, Inc. shares in Q3 2015, an estimated $8K.
  • Gupta Wealth Management first reported a position in PDL BioPharma, Inc. in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's PDL BioPharma, Inc. position peaked at $8K in Q2 2015.
  • 213 funds tracked by Wall St. Rank held PDL BioPharma, Inc. as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.