GWM
DNKN

Gupta Wealth Management’s Dunkin' Brands Group, Inc. DNKN Stock Holding History

Gupta Wealth Management’s Portfolio DNKN Stock Details DNKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$9K Hold
200
– – ﹤0.01% 884
2015
Q4 		$9K Sell
200
-389
-66% -$16.3K ﹤0.01% 921
2015
Q3 		$29K Buy
589
+289
+96% +$15K 0.01% 593
2015
Q2 		$17K Hold
300
– – ﹤0.01% 777
2015
Q1 		$14K Buy
+300
New +$13.9K ﹤0.01% 698

Other funds holding DNKN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gupta Wealth Management held its Dunkin' Brands Group, Inc. (DNKN) position steady in Q1 2016 at 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Gupta Wealth Management first reported a position in DNKN in Q1 2015 and has held it in 5 quarters since. The position peaked at $29K in Q3 2015. 318 funds tracked by Wall St. Rank hold DNKN as of Q1 2016.

  • Gupta Wealth Management held 200 shares of Dunkin' Brands Group, Inc. worth $9K as of Q1 2016.
  • Gupta Wealth Management left its Dunkin' Brands Group, Inc. share count unchanged in Q1 2016.
  • Dunkin' Brands Group, Inc. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #884 holding.
  • Gupta Wealth Management first reported a position in Dunkin' Brands Group, Inc. in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Dunkin' Brands Group, Inc. position peaked at $29K in Q3 2015.
  • 318 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q1 2016.

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