GWM
CYS

Gupta Wealth Management’s CYS Investments Inc. CYS Stock Holding History

Gupta Wealth Management’s Portfolio CYS Stock Details CYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,936
Closed -$14K – 1371
2015
Q4 		$14K Hold
1,936
– – ﹤0.01% 808
2015
Q3 		$14K Hold
1,936
– – ﹤0.01% 833
2015
Q2 		$15K Hold
1,936
– – ﹤0.01% 821
2015
Q1 		$17K Buy
+1,936
New +$17.2K 0.01% 649

Other funds holding CYS

Vanguard Group
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

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

Gupta Wealth Management sold out of CYS Investments Inc. (CYS) in Q1 2016, closing a stake of 1,936 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in CYS in Q1 2015 and held it in 4 quarters. The position peaked at $17K in Q1 2015. 176 funds tracked by Wall St. Rank hold CYS as of Q1 2016.

  • Gupta Wealth Management reported no remaining CYS Investments Inc. position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,936 CYS Investments Inc. shares in Q1 2016, an estimated $14K.
  • Gupta Wealth Management first reported a position in CYS Investments Inc. in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's CYS Investments Inc. position peaked at $17K in Q1 2015.
  • 176 funds tracked by Wall St. Rank held CYS Investments Inc. as of Q1 2016.

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