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Gupta Wealth Management’s CVD Equipment Corp CVV Stock Holding History

Gupta Wealth Management’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$11K – 1264
2015
Q3 		$11K Hold
1,000
– – ﹤0.01% 879
2015
Q2 		$11K Hold
1,000
– – ﹤0.01% 872
2015
Q1 		$14K Buy
+1,000
New +$14.3K ﹤0.01% 682

Other funds holding CVV

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MHP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's CVV Position: Q4 2015 in Review

Gupta Wealth Management sold out of CVD Equipment Corp (CVV) in Q4 2015, closing a stake of 1,000 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in CVV in Q1 2015 and held it in 3 quarters. The position peaked at $14K in Q1 2015. 24 funds tracked by Wall St. Rank hold CVV as of Q4 2015.

  • Gupta Wealth Management reported no remaining CVD Equipment Corp position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,000 CVD Equipment Corp shares in Q4 2015, an estimated $11K.
  • Gupta Wealth Management first reported a position in CVD Equipment Corp in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's CVD Equipment Corp position peaked at $14K in Q1 2015.
  • 24 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.