Gupta Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$2.05M	Buy	25,049 +1,885	+8%	+$144K	0.48%	49
2015 Q4	$1.74M	Buy	23,164 +1,343	+6%	+$102K	0.44%	53
2015 Q3	$1.59M	Sell	21,821 -3,181	-13%	-$238K	0.39%	62
2015 Q2	$1.88M	Sell	25,002 -5,754	-19%	-$449K	0.46%	55
2015 Q1	$2.4M	Buy	+30,756	New	+$2.43M	0.7%	39

Other funds holding DVY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

Gupta Wealth Management increased its iShares Select Dividend ETF (DVY) stake by 8.1% in Q1 2016, buying an estimated $144K and bringing the position to 25,049 shares worth $2.05M. The position accounts for 0.48% of the portfolio, ranked #49.

Gupta Wealth Management first reported a position in DVY in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.4M in Q1 2015. 611 funds tracked by Wall St. Rank hold DVY as of Q1 2016.

Gupta Wealth Management held 25,049 shares of iShares Select Dividend ETF worth $2.05M as of Q1 2016.
Gupta Wealth Management bought 1,885 iShares Select Dividend ETF shares in Q1 2016, an estimated $144K.
iShares Select Dividend ETF made up 0.48% of Gupta Wealth Management's portfolio in Q1 2016, its #49 holding.
Gupta Wealth Management first reported a position in iShares Select Dividend ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Select Dividend ETF position peaked at $2.4M in Q1 2015.
611 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2016.

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