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Gupta Wealth Management’s Donaldson DCI Stock Holding History

Gupta Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$8K Hold
238
– – ﹤0.01% 895
2015
Q4 		$7K Buy
+238
New +$7K ﹤0.01% 954

Other funds holding DCI

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Gupta Wealth Management held its Donaldson (DCI) position steady in Q1 2016 at 238 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Gupta Wealth Management first reported a position in DCI in Q4 2015 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold DCI as of Q1 2016.

  • Gupta Wealth Management held 238 shares of Donaldson worth $8K as of Q1 2016.
  • Gupta Wealth Management left its Donaldson share count unchanged in Q1 2016.
  • Donaldson made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #895 holding.
  • Gupta Wealth Management first reported a position in Donaldson in Q4 2015 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held Donaldson as of Q1 2016.

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