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Gupta Wealth Management’s Parker-Hannifin PH Stock Holding History

Gupta Wealth Management’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2K Sell
15
-15
-50% -$1.51K ﹤0.01% 1075
2015
Q4 		$3K Buy
30
+15
+100% +$1.52K ﹤0.01% 1087
2015
Q3 		$1K Hold
15
– – ﹤0.01% 1214
2015
Q2 		$2K Hold
15
– – ﹤0.01% 1147
2015
Q1 		$2K Buy
+15
New +$1.82K ﹤0.01% 1023

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Gupta Wealth Management reduced its Parker-Hannifin (PH) stake by 50% in Q1 2016, selling an estimated $1.51K and leaving 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Gupta Wealth Management first reported a position in PH in Q1 2015 and has held it in 5 quarters since. The position peaked at $3K in Q4 2015. 572 funds tracked by Wall St. Rank hold PH as of Q1 2016.

  • Gupta Wealth Management held 15 shares of Parker-Hannifin worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 15 Parker-Hannifin shares in Q1 2016, an estimated $1.51K.
  • Parker-Hannifin made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1075 holding.
  • Gupta Wealth Management first reported a position in Parker-Hannifin in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Parker-Hannifin position peaked at $3K in Q4 2015.
  • 572 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2016.

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