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Gupta Wealth Management’s Ross Stores ROST Stock Holding History

Gupta Wealth Management’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$3K Sell
56
-400
-88% -$22.2K ﹤0.01% 1029
2015
Q4 		$25K Sell
456
-21
-4% -$1.07K 0.01% 602
2015
Q3 		$23K Buy
477
+21
+5% +$1.07K 0.01% 659
2015
Q2 		$22K Buy
456
+400
+714% +$20.1K 0.01% 711
2015
Q1 		$3K Buy
+56
New +$2.77K ﹤0.01% 964

Other funds holding ROST

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gupta Wealth Management reduced its Ross Stores (ROST) stake by 88% in Q1 2016, selling an estimated $22.2K and leaving 56 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Gupta Wealth Management first reported a position in ROST in Q1 2015 and has held it in 5 quarters since. The position peaked at $25K in Q4 2015. 669 funds tracked by Wall St. Rank hold ROST as of Q1 2016.

  • Gupta Wealth Management held 56 shares of Ross Stores worth $3K as of Q1 2016.
  • Gupta Wealth Management sold 400 Ross Stores shares in Q1 2016, an estimated $22.2K.
  • Ross Stores made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1029 holding.
  • Gupta Wealth Management first reported a position in Ross Stores in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Ross Stores position peaked at $25K in Q4 2015.
  • 669 funds tracked by Wall St. Rank held Ross Stores as of Q1 2016.

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