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Gupta Wealth Management’s CNX Resources CNX Stock Holding History

Gupta Wealth Management’s Portfolio CNX Stock Details CNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-240
Closed -$2K – 1260
2015
Q3 		$2K Sell
240
-31
-11% -$385 ﹤0.01% 1131
2015
Q2 		$5K Hold
271
– – ﹤0.01% 1015
2015
Q1 		$6K Buy
+271
New +$6.91K ﹤0.01% 846

Other funds holding CNX

SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
IIM
Ivory Investment Management New York $496M AUM 4.8% 1-Year Est. Return

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

Gupta Wealth Management sold out of CNX Resources (CNX) in Q4 2015, closing a stake of 240 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in CNX in Q1 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 273 funds tracked by Wall St. Rank hold CNX as of Q4 2015.

  • Gupta Wealth Management reported no remaining CNX Resources position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 240 CNX Resources shares in Q4 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in CNX Resources in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's CNX Resources position peaked at $6K in Q1 2015.
  • 273 funds tracked by Wall St. Rank held CNX Resources as of Q4 2015.

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