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Gupta Wealth Management’s CoreCivic CXW Stock Holding History

Gupta Wealth Management’s Portfolio CXW Stock Details CXW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$9K Hold
267
– – ﹤0.01% 871
2015
Q4 		$7K Buy
+267
New +$7.31K ﹤0.01% 953
2015
Q3 		– Sell
-900
Closed -$32K – 1269
2015
Q2 		$32K Buy
+900
New +$32.7K 0.01% 591

Other funds holding CXW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

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

Gupta Wealth Management held its CoreCivic (CXW) position steady in Q1 2016 at 267 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Gupta Wealth Management first reported a position in CXW in Q2 2015 and has held it in 3 quarters since. The position peaked at $32K in Q2 2015. 278 funds tracked by Wall St. Rank hold CXW as of Q1 2016.

  • Gupta Wealth Management held 267 shares of CoreCivic worth $9K as of Q1 2016.
  • Gupta Wealth Management left its CoreCivic share count unchanged in Q1 2016.
  • CoreCivic made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #871 holding.
  • Gupta Wealth Management first reported a position in CoreCivic in Q2 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's CoreCivic position peaked at $32K in Q2 2015.
  • 278 funds tracked by Wall St. Rank held CoreCivic as of Q1 2016.

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