GWM
CEM

Gupta Wealth Management’s ClearBridge MLP and Midstream Fund Inc. CEM Stock Holding History

Gupta Wealth Management’s Portfolio CEM Stock Details CEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$40K Buy
595
+203
+52% +$12.8K 0.01% 475
2015
Q4 		$30K Sell
392
-104
-21% -$9.16K 0.01% 568
2015
Q3 		$43K Hold
496
– – 0.01% 482
2015
Q2 		$58K Hold
496
– – 0.01% 442
2015
Q1 		$62K Buy
+496
New +$63.9K 0.02% 372

Other funds holding CEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Gupta Wealth Management increased its ClearBridge MLP and Midstream Fund Inc. (CEM) stake by 52% in Q1 2016, buying an estimated $12.8K and bringing the position to 595 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #475.

Gupta Wealth Management first reported a position in CEM in Q1 2015 and has held it in 5 quarters since. The position peaked at $62K in Q1 2015. 77 funds tracked by Wall St. Rank hold CEM as of Q1 2016.

  • Gupta Wealth Management held 595 shares of ClearBridge MLP and Midstream Fund Inc. worth $40K as of Q1 2016.
  • Gupta Wealth Management bought 203 ClearBridge MLP and Midstream Fund Inc. shares in Q1 2016, an estimated $12.8K.
  • ClearBridge MLP and Midstream Fund Inc. made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #475 holding.
  • Gupta Wealth Management first reported a position in ClearBridge MLP and Midstream Fund Inc. in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's ClearBridge MLP and Midstream Fund Inc. position peaked at $62K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held ClearBridge MLP and Midstream Fund Inc. as of Q1 2016.

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