Gupta Wealth Management’s Procter & Gamble PG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.15M	Sell	13,982 -1,650	-11%	-$133K	0.27%	84
2015 Q4	$1.24M	Buy	15,632 +674	+5%	+$51.5K	0.32%	72
2015 Q3	$1.08M	Buy	14,958 +3,446	+30%	+$258K	0.26%	81
2015 Q2	$901K	Buy	11,512 +776	+7%	+$62.4K	0.22%	96
2015 Q1	$880K	Buy	+10,736	New	+$923K	0.26%	93

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Gupta Wealth Management reduced its Procter & Gamble (PG) stake by 11% in Q1 2016, selling an estimated $133K and leaving 13,982 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #84.

Gupta Wealth Management first reported a position in PG in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2015. 2,004 funds tracked by Wall St. Rank hold PG as of Q1 2016.

Gupta Wealth Management held 13,982 shares of Procter & Gamble worth $1.15M as of Q1 2016.
Gupta Wealth Management sold 1,650 Procter & Gamble shares in Q1 2016, an estimated $133K.
Procter & Gamble made up 0.27% of Gupta Wealth Management's portfolio in Q1 2016, its #84 holding.
Gupta Wealth Management first reported a position in Procter & Gamble in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Procter & Gamble position peaked at $1.24M in Q4 2015.
2,004 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2016.

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