GWM
CAJ

Gupta Wealth Management’s Canon, Inc. CAJ Stock Holding History

Gupta Wealth Management’s Portfolio CAJ Stock Details CAJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$17K Hold
578
– – ﹤0.01% 717
2015
Q4 		$17K Hold
578
– – ﹤0.01% 717
2015
Q3 		$17K Sell
578
-896
-61% -$28K ﹤0.01% 740
2015
Q2 		$48K Buy
1,474
+896
+155% +$31.7K 0.01% 479
2015
Q1 		$20K Buy
+578
New +$18.9K 0.01% 610

Other funds holding CAJ

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gupta Wealth Management held its Canon, Inc. (CAJ) position steady in Q1 2016 at 578 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Gupta Wealth Management first reported a position in CAJ in Q1 2015 and has held it in 5 quarters since. The position peaked at $48K in Q2 2015. 144 funds tracked by Wall St. Rank hold CAJ as of Q1 2016.

  • Gupta Wealth Management held 578 shares of Canon, Inc. worth $17K as of Q1 2016.
  • Gupta Wealth Management left its Canon, Inc. share count unchanged in Q1 2016.
  • Canon, Inc. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #717 holding.
  • Gupta Wealth Management first reported a position in Canon, Inc. in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Canon, Inc. position peaked at $48K in Q2 2015.
  • 144 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2016.

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