GWM
VVC

Gupta Wealth Management’s Vectren Corporation VVC Stock Holding History

Gupta Wealth Management’s Portfolio VVC Stock Details VVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,633
Closed -$142K – 1393
2015
Q3 		$142K Hold
3,633
– – 0.03% 294
2015
Q2 		$140K Hold
3,633
– – 0.03% 299
2015
Q1 		$160K Buy
+3,633
New +$166K 0.05% 251

Other funds holding VVC

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's VVC Position: Q4 2015 in Review

Gupta Wealth Management sold out of Vectren Corporation (VVC) in Q4 2015, closing a stake of 3,633 shares — an estimated $142K sold.

Gupta Wealth Management first reported a position in VVC in Q1 2015 and held it in 3 quarters. The position peaked at $160K in Q1 2015. 289 funds tracked by Wall St. Rank hold VVC as of Q4 2015.

  • Gupta Wealth Management reported no remaining Vectren Corporation position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 3,633 Vectren Corporation shares in Q4 2015, an estimated $142K.
  • Gupta Wealth Management first reported a position in Vectren Corporation in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Vectren Corporation position peaked at $160K in Q1 2015.
  • 289 funds tracked by Wall St. Rank held Vectren Corporation as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.