Gupta Wealth Management’s Capital Clean Energy Carriers CCEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2K	Hold	106	–	–	﹤0.01%	1087
2015 Q4	$4K	Hold	106	–	–	﹤0.01%	1061
2015 Q3	$5K	Sell	106 -586	-85%	-$29.7K	﹤0.01%	1050
2015 Q2	$38K	Hold	692	–	–	0.01%	533
2015 Q1	$46K	Buy	+692	New	+$43.9K	0.01%	421

Other funds holding CCEC

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

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

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

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

Gupta Wealth Management held its Capital Clean Energy Carriers (CCEC) position steady in Q1 2016 at 106 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Gupta Wealth Management first reported a position in CCEC in Q1 2015 and has held it in 5 quarters since. The position peaked at $46K in Q1 2015. 70 funds tracked by Wall St. Rank hold CCEC as of Q1 2016.

Gupta Wealth Management held 106 shares of Capital Clean Energy Carriers worth $2K as of Q1 2016.
Gupta Wealth Management left its Capital Clean Energy Carriers share count unchanged in Q1 2016.
Capital Clean Energy Carriers made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1087 holding.
Gupta Wealth Management first reported a position in Capital Clean Energy Carriers in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Capital Clean Energy Carriers position peaked at $46K in Q1 2015.
70 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2016.

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