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Gupta Wealth Management’s Crown Holdings CCK Stock Holding History

Gupta Wealth Management’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$291K Hold
5,873
– – 0.07% 196
2015
Q4 		$298K Hold
5,873
– – 0.08% 191
2015
Q3 		$269K Sell
5,873
-1,688
-22% -$85.4K 0.07% 207
2015
Q2 		$400K Hold
7,561
– – 0.1% 172
2015
Q1 		$408K Buy
+7,561
New +$376K 0.12% 147

Other funds holding CCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
SC
Sasco Capital Fairfield, Connecticut $668M AUM 12.79% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return

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

Gupta Wealth Management held its Crown Holdings (CCK) position steady in Q1 2016 at 5,873 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #196.

Gupta Wealth Management first reported a position in CCK in Q1 2015 and has held it in 5 quarters since. The position peaked at $408K in Q1 2015. 352 funds tracked by Wall St. Rank hold CCK as of Q1 2016.

  • Gupta Wealth Management held 5,873 shares of Crown Holdings worth $291K as of Q1 2016.
  • Gupta Wealth Management left its Crown Holdings share count unchanged in Q1 2016.
  • Crown Holdings made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #196 holding.
  • Gupta Wealth Management first reported a position in Crown Holdings in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Crown Holdings position peaked at $408K in Q1 2015.
  • 352 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2016.

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