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Gupta Wealth Management’s Dollar General DG Stock Holding History

Gupta Wealth Management’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$289K Buy
3,375
+3,351
+13,963% +$254K 0.07% 197
2015
Q4 		$2K Hold
24
– – ﹤0.01% 1116
2015
Q3 		$2K Hold
24
– – ﹤0.01% 1132
2015
Q2 		$2K Hold
24
– – ﹤0.01% 1131
2015
Q1 		$2K Buy
+24
New +$1.7K ﹤0.01% 1001

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Gupta Wealth Management increased its Dollar General (DG) stake by 13,963% in Q1 2016, buying an estimated $254K and bringing the position to 3,375 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #197.

Gupta Wealth Management first reported a position in DG in Q1 2015 and has held it in 5 quarters since. 623 funds tracked by Wall St. Rank hold DG as of Q1 2016.

  • Gupta Wealth Management held 3,375 shares of Dollar General worth $289K as of Q1 2016.
  • Gupta Wealth Management bought 3,351 Dollar General shares in Q1 2016, an estimated $254K.
  • Dollar General made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #197 holding.
  • Gupta Wealth Management first reported a position in Dollar General in Q1 2015 and has held it in 5 quarters since.
  • 623 funds tracked by Wall St. Rank held Dollar General as of Q1 2016.

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