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Gupta Wealth Management’s Polaris PII Stock Holding History

Gupta Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$20K Buy
+201
New +$17.4K ﹤0.01% 655
2015
Q4 		– Sell
-146
Closed -$18K – 1328
2015
Q3 		$18K Buy
146
+116
+387% +$15.7K ﹤0.01% 718
2015
Q2 		$4K Buy
+30
New +$4.32K ﹤0.01% 1046

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in Polaris (PII) in Q1 2016: 201 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in PII as recently as Q3 2015.

Gupta Wealth Management first reported a position in PII in Q2 2015 and has held it in 3 quarters since. 469 funds tracked by Wall St. Rank hold PII as of Q1 2016.

  • Gupta Wealth Management held 201 shares of Polaris worth $20K as of Q1 2016.
  • Polaris was a new Gupta Wealth Management position in Q1 2016.
  • Polaris made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #655 holding.
  • Gupta Wealth Management first reported a position in Polaris in Q2 2015 and has held it in 3 quarters since.
  • 469 funds tracked by Wall St. Rank held Polaris as of Q1 2016.

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