GWM
PCH

Gupta Wealth Management’s PotlatchDeltic PCH Stock Holding History

Gupta Wealth Management’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-508
Closed -$15K – 1249
2015
Q4 		$15K Buy
+508
New +$15.9K ﹤0.01% 771

Other funds holding PCH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Gupta Wealth Management sold out of PotlatchDeltic (PCH) in Q1 2016, closing a stake of 508 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in PCH in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 190 funds tracked by Wall St. Rank hold PCH as of Q1 2016.

  • Gupta Wealth Management reported no remaining PotlatchDeltic position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 508 PotlatchDeltic shares in Q1 2016, an estimated $15K.
  • Gupta Wealth Management first reported a position in PotlatchDeltic in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's PotlatchDeltic position peaked at $15K in Q4 2015.
  • 190 funds tracked by Wall St. Rank held PotlatchDeltic as of Q1 2016.

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