GWM
TAST

Gupta Wealth Management’s Carrols Restaurant Group, Inc. TAST Stock Holding History

Gupta Wealth Management’s Portfolio TAST Stock Details TAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$18K Hold
1,275
– – ﹤0.01% 691
2015
Q4 		$15K Buy
+1,275
New +$15.2K ﹤0.01% 780

Other funds holding TAST

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gupta Wealth Management held its Carrols Restaurant Group, Inc. (TAST) position steady in Q1 2016 at 1,275 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Gupta Wealth Management first reported a position in TAST in Q4 2015 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold TAST as of Q1 2016.

  • Gupta Wealth Management held 1,275 shares of Carrols Restaurant Group, Inc. worth $18K as of Q1 2016.
  • Gupta Wealth Management left its Carrols Restaurant Group, Inc. share count unchanged in Q1 2016.
  • Carrols Restaurant Group, Inc. made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #691 holding.
  • Gupta Wealth Management first reported a position in Carrols Restaurant Group, Inc. in Q4 2015 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Carrols Restaurant Group, Inc. as of Q1 2016.

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