Gupta Wealth Management’s Qualcomm QCOM Stock Holding History

Gupta Wealth Management’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2.25M	Buy	43,953 +3,838	+10%	+$187K	0.53%	43
2015 Q4	$2M	Sell	40,115 -12,931	-24%	-$690K	0.51%	46
2015 Q3	$2.85M	Sell	53,046 -3,543	-6%	-$211K	0.69%	32
2015 Q2	$3.54M	Buy	56,589 +4,557	+9%	+$311K	0.87%	22
2015 Q1	$3.61M	Buy	+52,032	New	+$3.67M	1.06%	19

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management increased its Qualcomm (QCOM) stake by 9.6% in Q1 2016, buying an estimated $187K and bringing the position to 43,953 shares worth $2.25M. The position accounts for 0.53% of the portfolio, ranked #43.

Gupta Wealth Management first reported a position in QCOM in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.61M in Q1 2015. 1,390 funds tracked by Wall St. Rank hold QCOM as of Q1 2016.

Gupta Wealth Management held 43,953 shares of Qualcomm worth $2.25M as of Q1 2016.
Gupta Wealth Management bought 3,838 Qualcomm shares in Q1 2016, an estimated $187K.
Qualcomm made up 0.53% of Gupta Wealth Management's portfolio in Q1 2016, its #43 holding.
Gupta Wealth Management first reported a position in Qualcomm in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Qualcomm position peaked at $3.61M in Q1 2015.
1,390 funds tracked by Wall St. Rank held Qualcomm as of Q1 2016.

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