Gupta Wealth Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$126K	Hold	4,520	–	–	0.03%	297
2015 Q4	$117K	Hold	4,520	–	–	0.03%	305
2015 Q3	$118K	Buy	4,520 +510	+13%	+$13.3K	0.03%	322
2015 Q2	$104K	Hold	4,010	–	–	0.03%	342
2015 Q1	$107K	Buy	+4,010	New	+$108K	0.03%	298

Other funds holding BWX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gupta Wealth Management held its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) position steady in Q1 2016 at 4,520 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #297.

Gupta Wealth Management first reported a position in BWX in Q1 2015 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold BWX as of Q1 2016.

Gupta Wealth Management held 4,520 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $126K as of Q1 2016.
Gupta Wealth Management left its State Street SPDR Bloomberg International Treasury Bond ETF share count unchanged in Q1 2016.
State Street SPDR Bloomberg International Treasury Bond ETF made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #297 holding.
Gupta Wealth Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2015 and has held it in 5 quarters since.
148 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2016.

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