GWM
Y

Gupta Wealth Management’s Alleghany Corp Y Stock Holding History

Gupta Wealth Management’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$33K Hold
67
– – 0.01% 544
2015
Q4 		$32K Hold
67
– – 0.01% 545
2015
Q3 		$31K Hold
67
– – 0.01% 567
2015
Q2 		$32K Buy
+67
New +$32.2K 0.01% 604

Other funds holding Y

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gupta Wealth Management held its Alleghany Corp (Y) position steady in Q1 2016 at 67 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #544.

Gupta Wealth Management first reported a position in Y in Q2 2015 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold Y as of Q1 2016.

  • Gupta Wealth Management held 67 shares of Alleghany Corp worth $33K as of Q1 2016.
  • Gupta Wealth Management left its Alleghany Corp share count unchanged in Q1 2016.
  • Alleghany Corp made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #544 holding.
  • Gupta Wealth Management first reported a position in Alleghany Corp in Q2 2015 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2016.

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