Gupta Wealth Management’s ClearBridge American Energy MLP CBA Stock Holding History

Gupta Wealth Management’s Portfolio CBA Stock Details CBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,000	Closed	-$8K	–	1382
2015 Q4	$8K	Buy	+1,000	New	+$9.91K	﹤0.01%	948

Other funds holding CBA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gupta Wealth Management sold out of ClearBridge American Energy MLP (CBA) in Q1 2016, closing a stake of 1,000 shares — an estimated $8K sold.

Gupta Wealth Management first reported a position in CBA in Q4 2015 and held it in 1 quarter. The position peaked at $8K in Q4 2015. 34 funds tracked by Wall St. Rank hold CBA as of Q1 2016.

Gupta Wealth Management reported no remaining ClearBridge American Energy MLP position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 1,000 ClearBridge American Energy MLP shares in Q1 2016, an estimated $8K.
Gupta Wealth Management first reported a position in ClearBridge American Energy MLP in Q4 2015 and held it in 1 quarter.
Gupta Wealth Management's ClearBridge American Energy MLP position peaked at $8K in Q4 2015.
34 funds tracked by Wall St. Rank held ClearBridge American Energy MLP as of Q1 2016.

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