GWM
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Gupta Wealth Management’s Trimble TRMB Stock Holding History

Gupta Wealth Management’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$21K Hold
855
– – ﹤0.01% 646
2015
Q4 		$18K Buy
+855
New +$17.8K ﹤0.01% 690

Other funds holding TRMB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Gupta Wealth Management held its Trimble (TRMB) position steady in Q1 2016 at 855 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Gupta Wealth Management first reported a position in TRMB in Q4 2015 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold TRMB as of Q1 2016.

  • Gupta Wealth Management held 855 shares of Trimble worth $21K as of Q1 2016.
  • Gupta Wealth Management left its Trimble share count unchanged in Q1 2016.
  • Trimble made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #646 holding.
  • Gupta Wealth Management first reported a position in Trimble in Q4 2015 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Trimble as of Q1 2016.

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