GWM
DNY

Gupta Wealth Management’s DONNELLEY R R & SONS CO DNY Stock Holding History

Gupta Wealth Management’s Portfolio DNY Stock Details DNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-72
Closed -$1K – 1384
2015
Q4 		$1K Hold
72
– – ﹤0.01% 1237
2015
Q3 		$1K Hold
72
– – ﹤0.01% 1252
2015
Q2 		$1K Hold
72
– – ﹤0.01% 1247
2015
Q1 		$1K Buy
+72
New +$1K ﹤0.01% 1151

Other funds holding DNY

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Gupta Wealth Management sold out of DONNELLEY R R & SONS CO (DNY) in Q1 2016, closing a stake of 72 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in DNY in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 306 funds tracked by Wall St. Rank hold DNY as of Q1 2016.

  • Gupta Wealth Management reported no remaining DONNELLEY R R & SONS CO position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 72 DONNELLEY R R & SONS CO shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in DONNELLEY R R & SONS CO in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's DONNELLEY R R & SONS CO position peaked at $1K in Q4 2015.
  • 306 funds tracked by Wall St. Rank held DONNELLEY R R & SONS CO as of Q1 2016.

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