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Gupta Wealth Management’s Cisco CSCO Stock Holding History

Gupta Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$569K Buy
19,976
+718
+4% +$18.5K 0.13% 134
2015
Q4 		$523K Sell
19,258
-655
-3% -$18.1K 0.13% 140
2015
Q3 		$523K Buy
19,913
+408
+2% +$11K 0.13% 135
2015
Q2 		$536K Sell
19,505
-1,792
-8% -$51.4K 0.13% 138
2015
Q1 		$586K Buy
+21,297
New +$600K 0.17% 116

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Gupta Wealth Management increased its Cisco (CSCO) stake by 3.7% in Q1 2016, buying an estimated $18.5K and bringing the position to 19,976 shares worth $569K. The position accounts for 0.13% of the portfolio, ranked #134.

Gupta Wealth Management first reported a position in CSCO in Q1 2015 and has held it in 5 quarters since. The position peaked at $586K in Q1 2015. 1,768 funds tracked by Wall St. Rank hold CSCO as of Q1 2016.

  • Gupta Wealth Management held 19,976 shares of Cisco worth $569K as of Q1 2016.
  • Gupta Wealth Management bought 718 Cisco shares in Q1 2016, an estimated $18.5K.
  • Cisco made up 0.13% of Gupta Wealth Management's portfolio in Q1 2016, its #134 holding.
  • Gupta Wealth Management first reported a position in Cisco in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Cisco position peaked at $586K in Q1 2015.
  • 1,768 funds tracked by Wall St. Rank held Cisco as of Q1 2016.

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