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Gupta Wealth Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Gupta Wealth Management’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-35
Closed -$2K – 1266
2015
Q1 		$2K Buy
+35
New +$1.61K ﹤0.01% 1000

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Gupta Wealth Management's CSD Position: Q2 2015 in Review

Gupta Wealth Management sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2015, closing a stake of 35 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in CSD in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 84 funds tracked by Wall St. Rank hold CSD as of Q2 2015.

  • Gupta Wealth Management reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 35 Invesco S&P Spin-Off ETF shares in Q2 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in Invesco S&P Spin-Off ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco S&P Spin-Off ETF position peaked at $2K in Q1 2015.
  • 84 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.