GWM
CCL icon

Gupta Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Gupta Wealth Management’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$5K Sell
100
-301
-75% -$14.6K ﹤0.01% 961
2015
Q4 		$22K Buy
401
+72
+22% +$3.73K 0.01% 634
2015
Q3 		$16K Buy
+329
New +$16.7K ﹤0.01% 749

Other funds holding CCL

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gupta Wealth Management reduced its Carnival Corporation Ltd (CCL) stake by 75% in Q1 2016, selling an estimated $14.6K and leaving 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Gupta Wealth Management first reported a position in CCL in Q3 2015 and has held it in 3 quarters since. The position peaked at $22K in Q4 2015. 613 funds tracked by Wall St. Rank hold CCL as of Q1 2016.

  • Gupta Wealth Management held 100 shares of Carnival Corporation Ltd worth $5K as of Q1 2016.
  • Gupta Wealth Management sold 301 Carnival Corporation Ltd shares in Q1 2016, an estimated $14.6K.
  • Carnival Corporation Ltd made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #961 holding.
  • Gupta Wealth Management first reported a position in Carnival Corporation Ltd in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Carnival Corporation Ltd position peaked at $22K in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2016.

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