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Gupta Wealth Management’s T. Rowe Price TROW Stock Holding History

Gupta Wealth Management’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$2K Hold
24
– – ﹤0.01% 1083
2015
Q4 		$2K Buy
+24
New +$1.76K ﹤0.01% 1139
2015
Q2 		– Sell
-35
Closed -$3K – 1323
2015
Q1 		$3K Buy
+35
New +$2.88K ﹤0.01% 970

Other funds holding TROW

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gupta Wealth Management held its T. Rowe Price (TROW) position steady in Q1 2016 at 24 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Gupta Wealth Management first reported a position in TROW in Q1 2015 and has held it in 3 quarters since. The position peaked at $3K in Q1 2015. 734 funds tracked by Wall St. Rank hold TROW as of Q1 2016.

  • Gupta Wealth Management held 24 shares of T. Rowe Price worth $2K as of Q1 2016.
  • Gupta Wealth Management left its T. Rowe Price share count unchanged in Q1 2016.
  • T. Rowe Price made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1083 holding.
  • Gupta Wealth Management first reported a position in T. Rowe Price in Q1 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's T. Rowe Price position peaked at $3K in Q1 2015.
  • 734 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2016.

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