Gupta Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$603K	Hold	17,184	–	–	0.14%	127
2015 Q4	$573K	Buy	17,184 +12,809	+293%	+$451K	0.15%	128
2015 Q3	$149K	Hold	4,375	–	–	0.04%	287
2015 Q2	$181K	Hold	4,375	–	–	0.04%	269
2015 Q1	$183K	Buy	+4,375	New	+$187K	0.05%	231

Other funds holding DWX

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

CSIA

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

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

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Gupta Wealth Management held its State Street SPDR S&P International Dividend ETF (DWX) position steady in Q1 2016 at 17,184 shares worth $603K. The position accounts for 0.14% of the portfolio, ranked #127.

Gupta Wealth Management first reported a position in DWX in Q1 2015 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold DWX as of Q1 2016.

Gupta Wealth Management held 17,184 shares of State Street SPDR S&P International Dividend ETF worth $603K as of Q1 2016.
Gupta Wealth Management left its State Street SPDR S&P International Dividend ETF share count unchanged in Q1 2016.
State Street SPDR S&P International Dividend ETF made up 0.14% of Gupta Wealth Management's portfolio in Q1 2016, its #127 holding.
Gupta Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2015 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2016.

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