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Gupta Wealth Management’s Shake Shack SHAK Stock Holding History

Gupta Wealth Management’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$4K Hold
100
– – ﹤0.01% 1000
2015
Q4 		$4K Hold
100
– – ﹤0.01% 1056
2015
Q3 		$5K Hold
100
– – ﹤0.01% 1047
2015
Q2 		$6K Sell
100
-50
-33% -$3.41K ﹤0.01% 1006
2015
Q1 		$8K Buy
+150
New +$6.73K ﹤0.01% 810

Other funds holding SHAK

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
ZBI
Ziff Brothers Investments New York $267M AUM 49.36% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Gupta Wealth Management held its Shake Shack (SHAK) position steady in Q1 2016 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Gupta Wealth Management first reported a position in SHAK in Q1 2015 and has held it in 5 quarters since. The position peaked at $8K in Q1 2015. 127 funds tracked by Wall St. Rank hold SHAK as of Q1 2016.

  • Gupta Wealth Management held 100 shares of Shake Shack worth $4K as of Q1 2016.
  • Gupta Wealth Management left its Shake Shack share count unchanged in Q1 2016.
  • Shake Shack made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1000 holding.
  • Gupta Wealth Management first reported a position in Shake Shack in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Shake Shack position peaked at $8K in Q1 2015.
  • 127 funds tracked by Wall St. Rank held Shake Shack as of Q1 2016.

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