GWM
DOV icon

Gupta Wealth Management’s Dover DOV Stock Holding History

Gupta Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$37K Hold
712
– – 0.01% 499
2015
Q4 		$35K Sell
712
-353
-33% -$17.9K 0.01% 503
2015
Q3 		$49K Buy
1,065
+353
+50% +$17.9K 0.01% 453
2015
Q2 		$40K Sell
712
-280
-28% -$16.7K 0.01% 514
2015
Q1 		$55K Buy
+992
New +$57.1K 0.02% 387

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management held its Dover (DOV) position steady in Q1 2016 at 712 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #499.

Gupta Wealth Management first reported a position in DOV in Q1 2015 and has held it in 5 quarters since. The position peaked at $55K in Q1 2015. 572 funds tracked by Wall St. Rank hold DOV as of Q1 2016.

  • Gupta Wealth Management held 712 shares of Dover worth $37K as of Q1 2016.
  • Gupta Wealth Management left its Dover share count unchanged in Q1 2016.
  • Dover made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #499 holding.
  • Gupta Wealth Management first reported a position in Dover in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Dover position peaked at $55K in Q1 2015.
  • 572 funds tracked by Wall St. Rank held Dover as of Q1 2016.

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