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Gupta Wealth Management’s Hanover Insurance THG Stock Holding History

Gupta Wealth Management’s Portfolio THG Stock Details THG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$41K Hold
451
– – 0.01% 473
2015
Q4 		$37K Hold
451
– – 0.01% 493
2015
Q3 		$35K Hold
451
– – 0.01% 527
2015
Q2 		$33K Buy
+451
New +$32.4K 0.01% 580

Other funds holding THG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Gupta Wealth Management held its Hanover Insurance (THG) position steady in Q1 2016 at 451 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #473.

Gupta Wealth Management first reported a position in THG in Q2 2015 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold THG as of Q1 2016.

  • Gupta Wealth Management held 451 shares of Hanover Insurance worth $41K as of Q1 2016.
  • Gupta Wealth Management left its Hanover Insurance share count unchanged in Q1 2016.
  • Hanover Insurance made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #473 holding.
  • Gupta Wealth Management first reported a position in Hanover Insurance in Q2 2015 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Hanover Insurance as of Q1 2016.

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