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Gupta Wealth Management’s PACCAR PCAR Stock Holding History

Gupta Wealth Management’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$71K Buy
1,959
+436
+29% +$14.6K 0.02% 388
2015
Q4 		$48K Hold
1,523
– – 0.01% 442
2015
Q3 		$53K Sell
1,523
-88
-5% -$3.56K 0.01% 443
2015
Q2 		$69K Buy
1,611
+21
+1% +$907 0.02% 405
2015
Q1 		$67K Buy
+1,590
New +$67.5K 0.02% 358

Other funds holding PCAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Gupta Wealth Management increased its PACCAR (PCAR) stake by 29% in Q1 2016, buying an estimated $14.6K and bringing the position to 1,959 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #388.

Gupta Wealth Management first reported a position in PCAR in Q1 2015 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold PCAR as of Q1 2016.

  • Gupta Wealth Management held 1,959 shares of PACCAR worth $71K as of Q1 2016.
  • Gupta Wealth Management bought 436 PACCAR shares in Q1 2016, an estimated $14.6K.
  • PACCAR made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #388 holding.
  • Gupta Wealth Management first reported a position in PACCAR in Q1 2015 and has held it in 5 quarters since.
  • 490 funds tracked by Wall St. Rank held PACCAR as of Q1 2016.

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