Gupta Wealth Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Gupta Wealth Management’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$31K	Hold	2,000	–	–	0.01%	560
2015 Q4	$31K	Hold	2,000	–	–	0.01%	550
2015 Q3	$29K	Hold	2,000	–	–	0.01%	582
2015 Q2	$28K	Hold	2,000	–	–	0.01%	654
2015 Q1	$29K	Buy	+2,000	New	+$29.3K	0.01%	509

Other funds holding BNY

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

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

Gupta Wealth Management held its BlackRock New York Municipal Income Trust (BNY) position steady in Q1 2016 at 2,000 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #560.

Gupta Wealth Management first reported a position in BNY in Q1 2015 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold BNY as of Q1 2016.

Gupta Wealth Management held 2,000 shares of BlackRock New York Municipal Income Trust worth $31K as of Q1 2016.
Gupta Wealth Management left its BlackRock New York Municipal Income Trust share count unchanged in Q1 2016.
BlackRock New York Municipal Income Trust made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #560 holding.
Gupta Wealth Management first reported a position in BlackRock New York Municipal Income Trust in Q1 2015 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q1 2016.

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