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Gupta Wealth Management’s Crane NXT CXT Stock Holding History

Gupta Wealth Management’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1.31M Buy
69,859
+22,937
+49% +$391K 0.31% 77
2015
Q4 		$780K Sell
46,922
-1,022
-2% -$17.7K 0.2% 102
2015
Q3 		$776K Buy
47,944
+22,059
+85% +$406K 0.19% 107
2015
Q2 		$528K Buy
25,885
+6,843
+36% +$146K 0.13% 141
2015
Q1 		$413K Buy
+19,042
New +$415K 0.12% 145

Other funds holding CXT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

Gupta Wealth Management increased its Crane NXT (CXT) stake by 49% in Q1 2016, buying an estimated $391K and bringing the position to 69,859 shares worth $1.31M. The position accounts for 0.31% of the portfolio, ranked #77.

Gupta Wealth Management first reported a position in CXT in Q1 2015 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold CXT as of Q1 2016.

  • Gupta Wealth Management held 69,859 shares of Crane NXT worth $1.31M as of Q1 2016.
  • Gupta Wealth Management bought 22,937 Crane NXT shares in Q1 2016, an estimated $391K.
  • Crane NXT made up 0.31% of Gupta Wealth Management's portfolio in Q1 2016, its #77 holding.
  • Gupta Wealth Management first reported a position in Crane NXT in Q1 2015 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held Crane NXT as of Q1 2016.

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