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Gupta Wealth Management’s Weyerhaeuser WY Stock Holding History

Gupta Wealth Management’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$77K Buy
2,498
+2,478
+12,390% +$66.2K 0.02% 372
2015
Q4 		$1K Hold
20
– – ﹤0.01% 1210
2015
Q3 		$1K Hold
20
– – ﹤0.01% 1222
2015
Q2 		$1K Buy
+20
New +$643 ﹤0.01% 1217

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gupta Wealth Management increased its Weyerhaeuser (WY) stake by 12,390% in Q1 2016, buying an estimated $66.2K and bringing the position to 2,498 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #372.

Gupta Wealth Management first reported a position in WY in Q2 2015 and has held it in 4 quarters since. 825 funds tracked by Wall St. Rank hold WY as of Q1 2016.

  • Gupta Wealth Management held 2,498 shares of Weyerhaeuser worth $77K as of Q1 2016.
  • Gupta Wealth Management bought 2,478 Weyerhaeuser shares in Q1 2016, an estimated $66.2K.
  • Weyerhaeuser made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #372 holding.
  • Gupta Wealth Management first reported a position in Weyerhaeuser in Q2 2015 and has held it in 4 quarters since.
  • 825 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2016.

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