GWM
PARA

Gupta Wealth Management’s Paramount Global Class B PARA Stock Holding History

Gupta Wealth Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$13K Sell
242
-43
-15% -$2.09K ﹤0.01% 812
2015
Q4 		$13K Buy
285
+142
+99% +$6.66K ﹤0.01% 820
2015
Q3 		$6K Hold
143
– – ﹤0.01% 1022
2015
Q2 		$8K Hold
143
– – ﹤0.01% 951
2015
Q1 		$9K Buy
+143
New +$8.36K ﹤0.01% 786

Other funds holding PARA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

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

Gupta Wealth Management reduced its Paramount Global Class B (PARA) stake by 15% in Q1 2016, selling an estimated $2.09K and leaving 242 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Gupta Wealth Management first reported a position in PARA in Q1 2015 and has held it in 5 quarters since. 682 funds tracked by Wall St. Rank hold PARA as of Q1 2016.

  • Gupta Wealth Management held 242 shares of Paramount Global Class B worth $13K as of Q1 2016.
  • Gupta Wealth Management sold 43 Paramount Global Class B shares in Q1 2016, an estimated $2.09K.
  • Paramount Global Class B made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #812 holding.
  • Gupta Wealth Management first reported a position in Paramount Global Class B in Q1 2015 and has held it in 5 quarters since.
  • 682 funds tracked by Wall St. Rank held Paramount Global Class B as of Q1 2016.

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