GWM
PKG icon

Gupta Wealth Management’s Packaging Corp of America PKG Stock Holding History

Gupta Wealth Management’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$12K Sell
193
-91
-32% -$4.87K ﹤0.01% 826
2015
Q4 		$18K Sell
284
-238
-46% -$15.7K ﹤0.01% 686
2015
Q3 		$31K Buy
522
+238
+84% +$15.9K 0.01% 564
2015
Q2 		$18K Buy
284
+201
+242% +$14.1K ﹤0.01% 760
2015
Q1 		$6K Buy
+83
New +$6.59K ﹤0.01% 862

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gupta Wealth Management reduced its Packaging Corp of America (PKG) stake by 32% in Q1 2016, selling an estimated $4.87K and leaving 193 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Gupta Wealth Management first reported a position in PKG in Q1 2015 and has held it in 5 quarters since. The position peaked at $31K in Q3 2015. 371 funds tracked by Wall St. Rank hold PKG as of Q1 2016.

  • Gupta Wealth Management held 193 shares of Packaging Corp of America worth $12K as of Q1 2016.
  • Gupta Wealth Management sold 91 Packaging Corp of America shares in Q1 2016, an estimated $4.87K.
  • Packaging Corp of America made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #826 holding.
  • Gupta Wealth Management first reported a position in Packaging Corp of America in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Packaging Corp of America position peaked at $31K in Q3 2015.
  • 371 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2016.

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