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Gupta Wealth Management’s CGI GIB Stock Holding History

Gupta Wealth Management’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$18K Sell
379
-132
-26% -$5.52K ﹤0.01% 679
2015
Q4 		$20K Buy
+511
New +$20.3K 0.01% 657
2015
Q3 		– Sell
-76
Closed -$3K – 1286
2015
Q2 		$3K Buy
+76
New +$3.27K ﹤0.01% 1083

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Gupta Wealth Management reduced its CGI (GIB) stake by 26% in Q1 2016, selling an estimated $5.52K and leaving 379 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Gupta Wealth Management first reported a position in GIB in Q2 2015 and has held it in 3 quarters since. The position peaked at $20K in Q4 2015. 207 funds tracked by Wall St. Rank hold GIB as of Q1 2016.

  • Gupta Wealth Management held 379 shares of CGI worth $18K as of Q1 2016.
  • Gupta Wealth Management sold 132 CGI shares in Q1 2016, an estimated $5.52K.
  • CGI made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #679 holding.
  • Gupta Wealth Management first reported a position in CGI in Q2 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's CGI position peaked at $20K in Q4 2015.
  • 207 funds tracked by Wall St. Rank held CGI as of Q1 2016.

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