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Gupta Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Gupta Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-160
Closed -$7K – 1317
2015
Q3 		$7K Hold
160
– – ﹤0.01% 991
2015
Q2 		$6K Buy
+160
New +$6.23K ﹤0.01% 1002

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's MKC Position: Q4 2015 in Review

Gupta Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2015, closing a stake of 160 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in MKC in Q2 2015 and held it in 2 quarters. The position peaked at $7K in Q3 2015. 603 funds tracked by Wall St. Rank hold MKC as of Q4 2015.

  • Gupta Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 160 McCormick & Company Non-Voting shares in Q4 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's McCormick & Company Non-Voting position peaked at $7K in Q3 2015.
  • 603 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.