GWM
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Gupta Wealth Management’s DuPont de Nemours DD Stock Holding History

Gupta Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$229K Buy
1,781
+465
+35% +$55.7K 0.05% 226
2015
Q4 		$172K Hold
1,316
– – 0.04% 263
2015
Q3 		$141K Sell
1,316
-354
-21% -$41K 0.03% 296
2015
Q2 		$216K Buy
1,670
+209
+14% +$27.1K 0.05% 245
2015
Q1 		$177K Buy
+1,461
New +$173K 0.05% 237

Other funds holding DD

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gupta Wealth Management increased its DuPont de Nemours (DD) stake by 35% in Q1 2016, buying an estimated $55.7K and bringing the position to 1,781 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #226.

Gupta Wealth Management first reported a position in DD in Q1 2015 and has held it in 5 quarters since. 1,127 funds tracked by Wall St. Rank hold DD as of Q1 2016.

  • Gupta Wealth Management held 1,781 shares of DuPont de Nemours worth $229K as of Q1 2016.
  • Gupta Wealth Management bought 465 DuPont de Nemours shares in Q1 2016, an estimated $55.7K.
  • DuPont de Nemours made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #226 holding.
  • Gupta Wealth Management first reported a position in DuPont de Nemours in Q1 2015 and has held it in 5 quarters since.
  • 1,127 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2016.

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