GWM
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Gupta Wealth Management’s Carter's CRI Stock Holding History

Gupta Wealth Management’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$11K Hold
108
– – ﹤0.01% 837
2015
Q4 		$10K Buy
+108
New +$9.64K ﹤0.01% 876

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Gupta Wealth Management held its Carter's (CRI) position steady in Q1 2016 at 108 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Gupta Wealth Management first reported a position in CRI in Q4 2015 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold CRI as of Q1 2016.

  • Gupta Wealth Management held 108 shares of Carter's worth $11K as of Q1 2016.
  • Gupta Wealth Management left its Carter's share count unchanged in Q1 2016.
  • Carter's made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #837 holding.
  • Gupta Wealth Management first reported a position in Carter's in Q4 2015 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held Carter's as of Q1 2016.

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