GWM
CPGX

Gupta Wealth Management’s COLUMBIA PIPELINE GROUP IN COM STK (DE) CPGX Stock Holding History

Gupta Wealth Management’s Portfolio CPGX Stock Details CPGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$49K Hold
1,952
– – 0.01% 445
2015
Q4 		$39K Hold
1,952
– – 0.01% 480
2015
Q3 		$36K Buy
+1,952
New +$50.9K 0.01% 522

Other funds holding CPGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gupta Wealth Management held its COLUMBIA PIPELINE GROUP IN COM STK (DE) (CPGX) position steady in Q1 2016 at 1,952 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #445.

Gupta Wealth Management first reported a position in CPGX in Q3 2015 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold CPGX as of Q1 2016.

  • Gupta Wealth Management held 1,952 shares of COLUMBIA PIPELINE GROUP IN COM STK (DE) worth $49K as of Q1 2016.
  • Gupta Wealth Management left its COLUMBIA PIPELINE GROUP IN COM STK (DE) share count unchanged in Q1 2016.
  • COLUMBIA PIPELINE GROUP IN COM STK (DE) made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #445 holding.
  • Gupta Wealth Management first reported a position in COLUMBIA PIPELINE GROUP IN COM STK (DE) in Q3 2015 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held COLUMBIA PIPELINE GROUP IN COM STK (DE) as of Q1 2016.

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