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Gupta Wealth Management’s CNO Financial Group CNO Stock Holding History

Gupta Wealth Management’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$15K Hold
819
– – ﹤0.01% 747
2015
Q4 		$16K Buy
+819
New +$15.9K ﹤0.01% 728

Other funds holding CNO

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gupta Wealth Management held its CNO Financial Group (CNO) position steady in Q1 2016 at 819 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Gupta Wealth Management first reported a position in CNO in Q4 2015 and has held it in 2 quarters since. The position peaked at $16K in Q4 2015. 222 funds tracked by Wall St. Rank hold CNO as of Q1 2016.

  • Gupta Wealth Management held 819 shares of CNO Financial Group worth $15K as of Q1 2016.
  • Gupta Wealth Management left its CNO Financial Group share count unchanged in Q1 2016.
  • CNO Financial Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #747 holding.
  • Gupta Wealth Management first reported a position in CNO Financial Group in Q4 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's CNO Financial Group position peaked at $16K in Q4 2015.
  • 222 funds tracked by Wall St. Rank held CNO Financial Group as of Q1 2016.

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