GWM
PINC

Gupta Wealth Management’s Premier PINC Stock Holding History

Gupta Wealth Management’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$3K Buy
81
+26
+47% +$846 ﹤0.01% 1027
2015
Q4 		$2K Buy
55
+25
+83% +$870 ﹤0.01% 1131
2015
Q3 		$1K Hold
30
– – ﹤0.01% 1215
2015
Q2 		$1K Hold
30
– – ﹤0.01% 1212
2015
Q1 		$1K Buy
+30
New +$1.05K ﹤0.01% 1113

Other funds holding PINC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gupta Wealth Management increased its Premier (PINC) stake by 47% in Q1 2016, buying an estimated $846 and bringing the position to 81 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Gupta Wealth Management first reported a position in PINC in Q1 2015 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold PINC as of Q1 2016.

  • Gupta Wealth Management held 81 shares of Premier worth $3K as of Q1 2016.
  • Gupta Wealth Management bought 26 Premier shares in Q1 2016, an estimated $846.
  • Premier made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1027 holding.
  • Gupta Wealth Management first reported a position in Premier in Q1 2015 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Premier as of Q1 2016.

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