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Gupta Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Gupta Wealth Management’s Portfolio DVYE Stock Details DVYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,235
Closed -$69K – 1272
2015
Q3 		$69K Hold
2,235
– – 0.02% 401
2015
Q2 		$93K Sell
2,235
-1,000
-31% -$43.9K 0.02% 357
2015
Q1 		$133K Buy
+3,235
New +$136K 0.04% 269

Other funds holding DVYE

BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's DVYE Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q4 2015, closing a stake of 2,235 shares — an estimated $69K sold.

Gupta Wealth Management first reported a position in DVYE in Q1 2015 and held it in 3 quarters. The position peaked at $133K in Q1 2015. 42 funds tracked by Wall St. Rank hold DVYE as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,235 iShares Emerging Markets Dividend ETF shares in Q4 2015, an estimated $69K.
  • Gupta Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $133K in Q1 2015.
  • 42 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.