Gupta Wealth Management’s SPDR NUVEEN BARCLAYS CALIF MUN BD ETF CXA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$99K	Hold	4,000	–	–	0.02%	331
2015 Q4	$97K	Hold	4,000	–	–	0.02%	326
2015 Q3	$96K	Hold	4,000	–	–	0.02%	344
2015 Q2	$94K	Hold	4,000	–	–	0.02%	356
2015 Q1	$96K	Buy	+4,000	New	+$96.5K	0.03%	308

Other funds holding CXA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Gupta Wealth Management held its SPDR NUVEEN BARCLAYS CALIF MUN BD ETF (CXA) position steady in Q1 2016 at 4,000 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #331.

Gupta Wealth Management first reported a position in CXA in Q1 2015 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold CXA as of Q1 2016.

Gupta Wealth Management held 4,000 shares of SPDR NUVEEN BARCLAYS CALIF MUN BD ETF worth $99K as of Q1 2016.
Gupta Wealth Management left its SPDR NUVEEN BARCLAYS CALIF MUN BD ETF share count unchanged in Q1 2016.
SPDR NUVEEN BARCLAYS CALIF MUN BD ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #331 holding.
Gupta Wealth Management first reported a position in SPDR NUVEEN BARCLAYS CALIF MUN BD ETF in Q1 2015 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS CALIF MUN BD ETF as of Q1 2016.

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