Gupta Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$8K	Hold	308	–	–	﹤0.01%	894
2015 Q4	$8K	Hold	308	–	–	﹤0.01%	929
2015 Q3	$7K	Hold	308	–	–	﹤0.01%	980
2015 Q2	$8K	Buy	+308	New	+$7.83K	﹤0.01%	946

Other funds holding CSM

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

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

Gupta Wealth Management held its ProShares Large Cap Core Plus (CSM) position steady in Q1 2016 at 308 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Gupta Wealth Management first reported a position in CSM in Q2 2015 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold CSM as of Q1 2016.

Gupta Wealth Management held 308 shares of ProShares Large Cap Core Plus worth $8K as of Q1 2016.
Gupta Wealth Management left its ProShares Large Cap Core Plus share count unchanged in Q1 2016.
ProShares Large Cap Core Plus made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #894 holding.
Gupta Wealth Management first reported a position in ProShares Large Cap Core Plus in Q2 2015 and has held it in 4 quarters since.
61 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2016.

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