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Gupta Wealth Management’s CDW CDW Stock Holding History

Gupta Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,772
Closed -$113K – 1253
2015
Q3 		$113K Sell
2,772
-501
-15% -$19K 0.03% 328
2015
Q2 		$112K Buy
+3,273
New +$122K 0.03% 330

Other funds holding CDW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return

Gupta Wealth Management's CDW Position: Q4 2015 in Review

Gupta Wealth Management sold out of CDW (CDW) in Q4 2015, closing a stake of 2,772 shares — an estimated $113K sold.

Gupta Wealth Management first reported a position in CDW in Q2 2015 and held it in 2 quarters. The position peaked at $113K in Q3 2015. 347 funds tracked by Wall St. Rank hold CDW as of Q4 2015.

  • Gupta Wealth Management reported no remaining CDW position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,772 CDW shares in Q4 2015, an estimated $113K.
  • Gupta Wealth Management first reported a position in CDW in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's CDW position peaked at $113K in Q3 2015.
  • 347 funds tracked by Wall St. Rank held CDW as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.