Gupta Wealth Management’s Du Pont De Nemours E I 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	$352K	Sell	5,564 -259	-4%	-$15.5K	0.08%	174
2015 Q4	$388K	Sell	5,823 -1,176	-17%	-$74.7K	0.1%	164
2015 Q3	$337K	Sell	6,999 -1,438	-17%	-$76.8K	0.08%	175
2015 Q2	$512K	Sell	8,437 -706	-8%	-$47.5K	0.13%	145
2015 Q1	$621K	Buy	+9,143	New	+$652K	0.18%	111

Other funds holding DD

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management reduced its Du Pont De Nemours E I (DD) stake by 4.4% in Q1 2016, selling an estimated $15.5K and leaving 5,564 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #174.

Gupta Wealth Management first reported a position in DD in Q1 2015 and has held it in 5 quarters since. The position peaked at $621K in Q1 2015. 1,177 funds tracked by Wall St. Rank hold DD as of Q1 2016.

Gupta Wealth Management held 5,564 shares of Du Pont De Nemours E I worth $352K as of Q1 2016.
Gupta Wealth Management sold 259 Du Pont De Nemours E I shares in Q1 2016, an estimated $15.5K.
Du Pont De Nemours E I made up 0.08% of Gupta Wealth Management's portfolio in Q1 2016, its #174 holding.
Gupta Wealth Management first reported a position in Du Pont De Nemours E I in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Du Pont De Nemours E I position peaked at $621K in Q1 2015.
1,177 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2016.

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