Gupta Wealth Management’s California Water Service CWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$11K	Hold	400	–	–	﹤0.01%	839
2015 Q4	$9K	Hold	400	–	–	﹤0.01%	904
2015 Q3	$9K	Hold	400	–	–	﹤0.01%	923
2015 Q2	$9K	Hold	400	–	–	﹤0.01%	910
2015 Q1	$10K	Buy	+400	New	+$9.89K	﹤0.01%	754

Other funds holding CWT

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

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

BIT

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Gupta Wealth Management held its California Water Service (CWT) position steady in Q1 2016 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Gupta Wealth Management first reported a position in CWT in Q1 2015 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CWT as of Q1 2016.

Gupta Wealth Management held 400 shares of California Water Service worth $11K as of Q1 2016.
Gupta Wealth Management left its California Water Service share count unchanged in Q1 2016.
California Water Service made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #839 holding.
Gupta Wealth Management first reported a position in California Water Service in Q1 2015 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held California Water Service as of Q1 2016.

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