GWM
BBRC

Gupta Wealth Management’s Columbia Beyond BRICs ETF BBRC Stock Holding History

Gupta Wealth Management’s Portfolio BBRC Stock Details BBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-169
Closed -$3K – 1408
2015
Q3 		$3K Hold
169
– – ﹤0.01% 1114
2015
Q2 		$3K Hold
169
– – ﹤0.01% 1114
2015
Q1 		$3K Buy
+169
New +$3.31K ﹤0.01% 982

Other funds holding BBRC

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gupta Wealth Management sold out of Columbia Beyond BRICs ETF (BBRC) in Q4 2015, closing a stake of 169 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in BBRC in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2015. 34 funds tracked by Wall St. Rank hold BBRC as of Q4 2015.

  • Gupta Wealth Management reported no remaining Columbia Beyond BRICs ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 169 Columbia Beyond BRICs ETF shares in Q4 2015, an estimated $3K.
  • Gupta Wealth Management first reported a position in Columbia Beyond BRICs ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Columbia Beyond BRICs ETF position peaked at $3K in Q3 2015.
  • 34 funds tracked by Wall St. Rank held Columbia Beyond BRICs ETF as of Q4 2015.

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