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Gupta Wealth Management’s Philip Morris PM Stock Holding History

Gupta Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$452K Sell
4,610
-108
-2% -$9.9K 0.11% 147
2015
Q4 		$415K Buy
4,718
+391
+9% +$33.9K 0.11% 157
2015
Q3 		$343K Sell
4,327
-554
-11% -$45.6K 0.08% 172
2015
Q2 		$391K Buy
4,881
+4,252
+676% +$350K 0.1% 175
2015
Q1 		$47K Buy
+629
New +$51.1K 0.01% 416

Other funds holding PM

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Gupta Wealth Management reduced its Philip Morris (PM) stake by 2.3% in Q1 2016, selling an estimated $9.9K and leaving 4,610 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #147.

Gupta Wealth Management first reported a position in PM in Q1 2015 and has held it in 5 quarters since. 1,515 funds tracked by Wall St. Rank hold PM as of Q1 2016.

  • Gupta Wealth Management held 4,610 shares of Philip Morris worth $452K as of Q1 2016.
  • Gupta Wealth Management sold 108 Philip Morris shares in Q1 2016, an estimated $9.9K.
  • Philip Morris made up 0.11% of Gupta Wealth Management's portfolio in Q1 2016, its #147 holding.
  • Gupta Wealth Management first reported a position in Philip Morris in Q1 2015 and has held it in 5 quarters since.
  • 1,515 funds tracked by Wall St. Rank held Philip Morris as of Q1 2016.

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