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Gupta Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Gupta Wealth Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$562K Sell
27,701
-5,455
-16% -$89.9K 0.13% 136
2015
Q4 		$553K Hold
33,156
– – 0.14% 133
2015
Q3 		$469K Sell
33,156
-3,000
-8% -$51.1K 0.11% 143
2015
Q2 		$768K Buy
+36,156
New +$722K 0.19% 109

Other funds holding CHEF

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gupta Wealth Management reduced its Chefs' Warehouse (CHEF) stake by 16% in Q1 2016, selling an estimated $89.9K and leaving 27,701 shares worth $562K. The position accounts for 0.13% of the portfolio, ranked #136.

Gupta Wealth Management first reported a position in CHEF in Q2 2015 and has held it in 4 quarters since. The position peaked at $768K in Q2 2015. 86 funds tracked by Wall St. Rank hold CHEF as of Q1 2016.

  • Gupta Wealth Management held 27,701 shares of Chefs' Warehouse worth $562K as of Q1 2016.
  • Gupta Wealth Management sold 5,455 Chefs' Warehouse shares in Q1 2016, an estimated $89.9K.
  • Chefs' Warehouse made up 0.13% of Gupta Wealth Management's portfolio in Q1 2016, its #136 holding.
  • Gupta Wealth Management first reported a position in Chefs' Warehouse in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Chefs' Warehouse position peaked at $768K in Q2 2015.
  • 86 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2016.

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