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Gupta Wealth Management’s Zillow Z Stock Holding History

Gupta Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$5K – 1373
2015
Q3 		$5K Buy
+200
New +$5.22K ﹤0.01% 1049

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Gupta Wealth Management's Z Position: Q4 2015 in Review

Gupta Wealth Management sold out of Zillow (Z) in Q4 2015, closing a stake of 200 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in Z in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 191 funds tracked by Wall St. Rank hold Z as of Q4 2015.

  • Gupta Wealth Management reported no remaining Zillow position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 200 Zillow shares in Q4 2015, an estimated $5K.
  • Gupta Wealth Management first reported a position in Zillow in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Zillow position peaked at $5K in Q3 2015.
  • 191 funds tracked by Wall St. Rank held Zillow as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.