GWM
CRZO

Gupta Wealth Management’s Carrizo Oil & Gas Inc CRZO Stock Holding History

Gupta Wealth Management’s Portfolio CRZO Stock Details CRZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$127K Hold
4,110
– – 0.03% 296
2015
Q4 		$122K Buy
4,110
+2,580
+169% +$94.5K 0.03% 299
2015
Q3 		$47K Buy
+1,530
New +$55.4K 0.01% 464

Other funds holding CRZO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gupta Wealth Management held its Carrizo Oil & Gas Inc (CRZO) position steady in Q1 2016 at 4,110 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #296.

Gupta Wealth Management first reported a position in CRZO in Q3 2015 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold CRZO as of Q1 2016.

  • Gupta Wealth Management held 4,110 shares of Carrizo Oil & Gas Inc worth $127K as of Q1 2016.
  • Gupta Wealth Management left its Carrizo Oil & Gas Inc share count unchanged in Q1 2016.
  • Carrizo Oil & Gas Inc made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #296 holding.
  • Gupta Wealth Management first reported a position in Carrizo Oil & Gas Inc in Q3 2015 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Carrizo Oil & Gas Inc as of Q1 2016.

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