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Gupta Wealth Management’s Kohl's KSS Stock Holding History

Gupta Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$15K Sell
322
-34
-10% -$1.6K ﹤0.01% 755
2015
Q4 		$17K Buy
356
+322
+947% +$14.9K ﹤0.01% 706
2015
Q3 		$2K Hold
34
– – ﹤0.01% 1142
2015
Q2 		$2K Hold
34
– – ﹤0.01% 1141
2015
Q1 		$3K Buy
+34
New +$2.31K ﹤0.01% 960

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gupta Wealth Management reduced its Kohl's (KSS) stake by 9.6% in Q1 2016, selling an estimated $1.6K and leaving 322 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Gupta Wealth Management first reported a position in KSS in Q1 2015 and has held it in 5 quarters since. The position peaked at $17K in Q4 2015. 564 funds tracked by Wall St. Rank hold KSS as of Q1 2016.

  • Gupta Wealth Management held 322 shares of Kohl's worth $15K as of Q1 2016.
  • Gupta Wealth Management sold 34 Kohl's shares in Q1 2016, an estimated $1.6K.
  • Kohl's made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #755 holding.
  • Gupta Wealth Management first reported a position in Kohl's in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Kohl's position peaked at $17K in Q4 2015.
  • 564 funds tracked by Wall St. Rank held Kohl's as of Q1 2016.

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