Gupta Wealth Management’s Comerica CMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$25K	Buy	650 +493	+314%	+$17.8K	0.01%	600
2015 Q4	$7K	Hold	157	–	–	﹤0.01%	951
2015 Q3	$6K	Hold	157	–	–	﹤0.01%	1012
2015 Q2	$8K	Hold	157	–	–	﹤0.01%	944
2015 Q1	$7K	Buy	+157	New	+$7.01K	﹤0.01%	823

Other funds holding CMA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gupta Wealth Management increased its Comerica (CMA) stake by 314% in Q1 2016, buying an estimated $17.8K and bringing the position to 650 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #600.

Gupta Wealth Management first reported a position in CMA in Q1 2015 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold CMA as of Q1 2016.

Gupta Wealth Management held 650 shares of Comerica worth $25K as of Q1 2016.
Gupta Wealth Management bought 493 Comerica shares in Q1 2016, an estimated $17.8K.
Comerica made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #600 holding.
Gupta Wealth Management first reported a position in Comerica in Q1 2015 and has held it in 5 quarters since.
375 funds tracked by Wall St. Rank held Comerica as of Q1 2016.

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