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Gupta Wealth Management’s Cenovus Energy CVE Stock Holding History

Gupta Wealth Management’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Hold
115
– – ﹤0.01% 1111
2015
Q4 		$1K Sell
115
-1,236
-91% -$18.2K ﹤0.01% 1178
2015
Q3 		$20K Buy
1,351
+756
+127% +$10.7K ﹤0.01% 688
2015
Q2 		$10K Buy
595
+215
+57% +$3.74K ﹤0.01% 891
2015
Q1 		$6K Buy
+380
New +$7.01K ﹤0.01% 847

Other funds holding CVE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Gupta Wealth Management held its Cenovus Energy (CVE) position steady in Q1 2016 at 115 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Gupta Wealth Management first reported a position in CVE in Q1 2015 and has held it in 5 quarters since. The position peaked at $20K in Q3 2015. 265 funds tracked by Wall St. Rank hold CVE as of Q1 2016.

  • Gupta Wealth Management held 115 shares of Cenovus Energy worth $1K as of Q1 2016.
  • Gupta Wealth Management left its Cenovus Energy share count unchanged in Q1 2016.
  • Cenovus Energy made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1111 holding.
  • Gupta Wealth Management first reported a position in Cenovus Energy in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Cenovus Energy position peaked at $20K in Q3 2015.
  • 265 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2016.

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