GWM
CAA

Gupta Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Gupta Wealth Management’s Portfolio CAA Stock Details CAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-399
Closed -$15K – 1339
2015
Q4 		$15K Buy
+399
New +$16K ﹤0.01% 784
2015
Q2 		– Sell
-156
Closed -$7K – 1368
2015
Q1 		$7K Buy
+156
New +$6.22K ﹤0.01% 839

Other funds holding CAA

MGA
MatlinPatterson Global Advisers New York $163M AUM 32.35% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gupta Wealth Management sold out of CalAtlantic Group, Inc. (CAA) in Q1 2016, closing a stake of 399 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in CAA in Q1 2015 and held it in 2 quarters. The position peaked at $15K in Q4 2015. 227 funds tracked by Wall St. Rank hold CAA as of Q1 2016.

  • Gupta Wealth Management reported no remaining CalAtlantic Group, Inc. position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 399 CalAtlantic Group, Inc. shares in Q1 2016, an estimated $15K.
  • Gupta Wealth Management first reported a position in CalAtlantic Group, Inc. in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's CalAtlantic Group, Inc. position peaked at $15K in Q4 2015.
  • 227 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2016.

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