Gupta Wealth Management’s Smith & Nephew SNN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$30K	Buy	909 +558	+159%	+$18.3K	0.01%	568
2015 Q4	$12K	Sell	351 -793	-69%	-$27.2K	﹤0.01%	836
2015 Q3	$40K	Hold	1,144	–	–	0.01%	495
2015 Q2	$39K	Buy	1,144 +894	+358%	+$31K	0.01%	526
2015 Q1	$9K	Buy	+250	New	+$8.85K	﹤0.01%	789

Other funds holding SNN

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HCM

Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

Gupta Wealth Management increased its Smith & Nephew (SNN) stake by 159% in Q1 2016, buying an estimated $18.3K and bringing the position to 909 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #568.

Gupta Wealth Management first reported a position in SNN in Q1 2015 and has held it in 5 quarters since. The position peaked at $40K in Q3 2015. 183 funds tracked by Wall St. Rank hold SNN as of Q1 2016.

Gupta Wealth Management held 909 shares of Smith & Nephew worth $30K as of Q1 2016.
Gupta Wealth Management bought 558 Smith & Nephew shares in Q1 2016, an estimated $18.3K.
Smith & Nephew made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #568 holding.
Gupta Wealth Management first reported a position in Smith & Nephew in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Smith & Nephew position peaked at $40K in Q3 2015.
183 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2016.

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