Gupta Wealth Management’s PRECISION CASTPARTS CORP PCP Stock Holding History

Gupta Wealth Management’s Portfolio PCP Stock Details PCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-193	Closed	-$45K	–	1361
2015 Q4	$45K	Hold	193	–	–	0.01%	450
2015 Q3	$44K	Sell	193 -1,790	-90%	-$384K	0.01%	479
2015 Q2	$396K	Sell	1,983 -193	-9%	-$40.5K	0.1%	174
2015 Q1	$457K	Buy	+2,176	New	+$462K	0.13%	136

Other funds holding PCP

SAMT

Select Asset Management & Trust Mechanicsburg, Pennsylvania $347M AUM 21.34% 1-Year Est. Return

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Gupta Wealth Management sold out of PRECISION CASTPARTS CORP (PCP) in Q1 2016, closing a stake of 193 shares — an estimated $45K sold.

Gupta Wealth Management first reported a position in PCP in Q1 2015 and held it in 4 quarters. The position peaked at $457K in Q1 2015. 5 funds tracked by Wall St. Rank hold PCP as of Q1 2016.

Gupta Wealth Management reported no remaining PRECISION CASTPARTS CORP position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 193 PRECISION CASTPARTS CORP shares in Q1 2016, an estimated $45K.
Gupta Wealth Management first reported a position in PRECISION CASTPARTS CORP in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's PRECISION CASTPARTS CORP position peaked at $457K in Q1 2015.
5 funds tracked by Wall St. Rank held PRECISION CASTPARTS CORP as of Q1 2016.

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