Gupta Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$38K	Sell	1,106 -1,800	-62%	-$55.8K	0.01%	490
2015 Q4	$94K	Buy	2,906 +1,500	+107%	+$51.4K	0.02%	328
2015 Q3	$46K	Buy	1,406 +805	+134%	+$28.4K	0.01%	466
2015 Q2	$24K	Sell	601 -560	-48%	-$23.4K	0.01%	683
2015 Q1	$47K	Buy	+1,161	New	+$46.2K	0.01%	415

Other funds holding EEM

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 62% in Q1 2016, selling an estimated $55.8K and leaving 1,106 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #490.

Gupta Wealth Management first reported a position in EEM in Q1 2015 and has held it in 5 quarters since. The position peaked at $94K in Q4 2015. 835 funds tracked by Wall St. Rank hold EEM as of Q1 2016.

Gupta Wealth Management held 1,106 shares of iShares MSCI Emerging Markets ETF worth $38K as of Q1 2016.
Gupta Wealth Management sold 1,800 iShares MSCI Emerging Markets ETF shares in Q1 2016, an estimated $55.8K.
iShares MSCI Emerging Markets ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #490 holding.
Gupta Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $94K in Q4 2015.
835 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2016.

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