Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$3K Sell
140
-46
-25% -$942 ﹤0.01% 1037
2015
Q4
$5K Sell
186
-554
-75% -$14.6K ﹤0.01% 1025
2015
Q3
$16K Buy
740
+230
+45% +$6.38K ﹤0.01% 766
2015
Q2
$22K Buy
510
+350
+219% +$16.2K 0.01% 713
2015
Q1
$8K Buy
+160
New +$7.92K ﹤0.01% 813

Other funds holding YELP

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

Gupta Wealth Management reduced its Yelp (YELP) stake by 25% in Q1 2016, selling an estimated $942 and leaving 140 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Gupta Wealth Management first reported a position in YELP in Q1 2015 and has held it in 5 quarters since. The position peaked at $22K in Q2 2015. 174 funds tracked by Wall St. Rank hold YELP as of Q1 2016.

  • Gupta Wealth Management held 140 shares of Yelp worth $3K as of Q1 2016.
  • Gupta Wealth Management sold 46 Yelp shares in Q1 2016, an estimated $942.
  • Yelp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1037 holding.
  • Gupta Wealth Management first reported a position in Yelp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Yelp position peaked at $22K in Q2 2015.
  • 174 funds tracked by Wall St. Rank held Yelp as of Q1 2016.

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