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Gupta Wealth Management’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Gupta Wealth Management’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-309
Closed -$9K – 1244
2015
Q3 		$9K Hold
309
– – ﹤0.01% 920
2015
Q2 		$9K Sell
309
-501
-62% -$14.8K ﹤0.01% 908
2015
Q1 		$25K Buy
+810
New +$24.7K 0.01% 542

Other funds holding BAB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Gupta Wealth Management's BAB Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2015, closing a stake of 309 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in BAB in Q1 2015 and held it in 3 quarters. The position peaked at $25K in Q1 2015. 96 funds tracked by Wall St. Rank hold BAB as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 309 Invesco Taxable Municipal Bond ETF shares in Q4 2015, an estimated $9K.
  • Gupta Wealth Management first reported a position in Invesco Taxable Municipal Bond ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Invesco Taxable Municipal Bond ETF position peaked at $25K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.