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Gupta Wealth Management’s Timken Company TKR Stock Holding History

Gupta Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-221
Closed -$9K – 1321
2015
Q1 		$9K Buy
+221
New +$9.16K ﹤0.01% 790

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Gupta Wealth Management's TKR Position: Q2 2015 in Review

Gupta Wealth Management sold out of Timken Company (TKR) in Q2 2015, closing a stake of 221 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in TKR in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 294 funds tracked by Wall St. Rank hold TKR as of Q2 2015.

  • Gupta Wealth Management reported no remaining Timken Company position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 221 Timken Company shares in Q2 2015, an estimated $9K.
  • Gupta Wealth Management first reported a position in Timken Company in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Timken Company position peaked at $9K in Q1 2015.
  • 294 funds tracked by Wall St. Rank held Timken Company as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.