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Gupta Wealth Management’s Dollar Tree DLTR Stock Holding History

Gupta Wealth Management’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$10K Buy
120
+99
+471% +$7.81K ﹤0.01% 854
2015
Q4 		$2K Sell
21
-22
-51% -$1.54K ﹤0.01% 1117
2015
Q3 		$3K Sell
43
-16
-27% -$1.2K ﹤0.01% 1089
2015
Q2 		$5K Buy
59
+22
+59% +$1.74K ﹤0.01% 1018
2015
Q1 		$3K Buy
+37
New +$2.81K ﹤0.01% 950

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

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

Gupta Wealth Management increased its Dollar Tree (DLTR) stake by 471% in Q1 2016, buying an estimated $7.81K and bringing the position to 120 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Gupta Wealth Management first reported a position in DLTR in Q1 2015 and has held it in 5 quarters since. 580 funds tracked by Wall St. Rank hold DLTR as of Q1 2016.

  • Gupta Wealth Management held 120 shares of Dollar Tree worth $10K as of Q1 2016.
  • Gupta Wealth Management bought 99 Dollar Tree shares in Q1 2016, an estimated $7.81K.
  • Dollar Tree made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #854 holding.
  • Gupta Wealth Management first reported a position in Dollar Tree in Q1 2015 and has held it in 5 quarters since.
  • 580 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2016.

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