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Gupta Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Gupta Wealth Management’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$232K Hold
2,102
– – 0.05% 224
2015
Q4 		$222K Sell
2,102
-113
-5% -$12.2K 0.06% 235
2015
Q3 		$236K Sell
2,215
-66
-3% -$7.15K 0.06% 223
2015
Q2 		$251K Sell
2,281
-74
-3% -$8.28K 0.06% 224
2015
Q1 		$264K Buy
+2,355
New +$261K 0.08% 188

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Gupta Wealth Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2016 at 2,102 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #224.

Gupta Wealth Management first reported a position in EMB in Q1 2015 and has held it in 5 quarters since. The position peaked at $264K in Q1 2015. 322 funds tracked by Wall St. Rank hold EMB as of Q1 2016.

  • Gupta Wealth Management held 2,102 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $232K as of Q1 2016.
  • Gupta Wealth Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2016.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #224 holding.
  • Gupta Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $264K in Q1 2015.
  • 322 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2016.

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