Gupta Wealth Management’s Cirrus Logic CRUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$22K	Hold	600	–	–	0.01%	629
2015 Q4	$18K	Hold	600	–	–	﹤0.01%	682
2015 Q3	$19K	Hold	600	–	–	﹤0.01%	698
2015 Q2	$20K	Hold	600	–	–	﹤0.01%	734
2015 Q1	$20K	Buy	+600	New	+$17.4K	0.01%	598

Other funds holding CRUS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

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

Gupta Wealth Management held its Cirrus Logic (CRUS) position steady in Q1 2016 at 600 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #629.

Gupta Wealth Management first reported a position in CRUS in Q1 2015 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold CRUS as of Q1 2016.

Gupta Wealth Management held 600 shares of Cirrus Logic worth $22K as of Q1 2016.
Gupta Wealth Management left its Cirrus Logic share count unchanged in Q1 2016.
Cirrus Logic made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #629 holding.
Gupta Wealth Management first reported a position in Cirrus Logic in Q1 2015 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held Cirrus Logic as of Q1 2016.

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