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Gupta Wealth Management’s PNC Financial Services PNC Stock Holding History

Gupta Wealth Management’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2K Sell
29
-164
-85% -$14K ﹤0.01% 1076
2015
Q4 		$18K Hold
193
– – ﹤0.01% 687
2015
Q3 		$17K Buy
193
+9
+5% +$847 ﹤0.01% 737
2015
Q2 		$18K Buy
184
+101
+122% +$9.55K ﹤0.01% 761
2015
Q1 		$8K Buy
+83
New +$7.49K ﹤0.01% 807

Other funds holding PNC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management reduced its PNC Financial Services (PNC) stake by 85% in Q1 2016, selling an estimated $14K and leaving 29 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Gupta Wealth Management first reported a position in PNC in Q1 2015 and has held it in 5 quarters since. The position peaked at $18K in Q4 2015. 961 funds tracked by Wall St. Rank hold PNC as of Q1 2016.

  • Gupta Wealth Management held 29 shares of PNC Financial Services worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 164 PNC Financial Services shares in Q1 2016, an estimated $14K.
  • PNC Financial Services made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1076 holding.
  • Gupta Wealth Management first reported a position in PNC Financial Services in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's PNC Financial Services position peaked at $18K in Q4 2015.
  • 961 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2016.

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