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Gupta Wealth Management’s Roper Technologies ROP Stock Holding History

Gupta Wealth Management’s Portfolio ROP Stock Details ROP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$67K Sell
364
-52
-13% -$8.96K 0.02% 395
2015
Q4 		$79K Sell
416
-7
-2% -$1.28K 0.02% 363
2015
Q3 		$66K Buy
423
+7
+2% +$1.16K 0.02% 403
2015
Q2 		$72K Buy
416
+50
+14% +$8.66K 0.02% 396
2015
Q1 		$63K Buy
+366
New +$59.3K 0.02% 368

Other funds holding ROP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Gupta Wealth Management reduced its Roper Technologies (ROP) stake by 13% in Q1 2016, selling an estimated $8.96K and leaving 364 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #395.

Gupta Wealth Management first reported a position in ROP in Q1 2015 and has held it in 5 quarters since. The position peaked at $79K in Q4 2015. 539 funds tracked by Wall St. Rank hold ROP as of Q1 2016.

  • Gupta Wealth Management held 364 shares of Roper Technologies worth $67K as of Q1 2016.
  • Gupta Wealth Management sold 52 Roper Technologies shares in Q1 2016, an estimated $8.96K.
  • Roper Technologies made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #395 holding.
  • Gupta Wealth Management first reported a position in Roper Technologies in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Roper Technologies position peaked at $79K in Q4 2015.
  • 539 funds tracked by Wall St. Rank held Roper Technologies as of Q1 2016.

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