GWM
STK

Gupta Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Gupta Wealth Management’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-268
Closed -$5K – 1269
2015
Q4 		$5K Sell
268
-367
-58% -$6.64K ﹤0.01% 1021
2015
Q3 		$10K Sell
635
-50
-7% -$853 ﹤0.01% 911
2015
Q2 		$13K Hold
685
– – ﹤0.01% 847
2015
Q1 		$13K Buy
+685
New +$12.8K ﹤0.01% 711

Other funds holding STK

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Gupta Wealth Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2016, closing a stake of 268 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in STK in Q1 2015 and held it in 4 quarters. The position peaked at $13K in Q2 2015. 25 funds tracked by Wall St. Rank hold STK as of Q1 2016.

  • Gupta Wealth Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 268 Columbia Seligman Premium Technology Growth Fund shares in Q1 2016, an estimated $5K.
  • Gupta Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $13K in Q2 2015.
  • 25 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2016.

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