Gupta Wealth Management’s UBS Group UBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$120K	Buy	7,494 +5,466	+270%	+$88.8K	0.03%	303
2015 Q4	$39K	Buy	2,028 +1,716	+550%	+$33.5K	0.01%	478
2015 Q3	$6K	Buy	312 +124	+66%	+$2.63K	﹤0.01%	1030
2015 Q2	$4K	Sell	188 -841	-82%	-$17.6K	﹤0.01%	1050
2015 Q1	$19K	Buy	+1,029	New	+$17.9K	0.01%	619

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

Gupta Wealth Management increased its UBS Group (UBS) stake by 270% in Q1 2016, buying an estimated $88.8K and bringing the position to 7,494 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #303.

Gupta Wealth Management first reported a position in UBS in Q1 2015 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold UBS as of Q1 2016.

Gupta Wealth Management held 7,494 shares of UBS Group worth $120K as of Q1 2016.
Gupta Wealth Management bought 5,466 UBS Group shares in Q1 2016, an estimated $88.8K.
UBS Group made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #303 holding.
Gupta Wealth Management first reported a position in UBS Group in Q1 2015 and has held it in 5 quarters since.
237 funds tracked by Wall St. Rank held UBS Group as of Q1 2016.

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