Gupta Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$5K	Sell	250 -100	-29%	-$1.8K	﹤0.01%	970
2015 Q4	$7K	Sell	350 -500	-59%	-$9.46K	﹤0.01%	957
2015 Q3	$15K	Hold	850	–	–	﹤0.01%	779
2015 Q2	$18K	Hold	850	–	–	﹤0.01%	756
2015 Q1	$19K	Buy	+850	New	+$19.4K	0.01%	616

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

NLI

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares MSCI Australia ETF (EWA) stake by 29% in Q1 2016, selling an estimated $1.8K and leaving 250 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Gupta Wealth Management first reported a position in EWA in Q1 2015 and has held it in 5 quarters since. The position peaked at $19K in Q1 2015. 157 funds tracked by Wall St. Rank hold EWA as of Q1 2016.

Gupta Wealth Management held 250 shares of iShares MSCI Australia ETF worth $5K as of Q1 2016.
Gupta Wealth Management sold 100 iShares MSCI Australia ETF shares in Q1 2016, an estimated $1.8K.
iShares MSCI Australia ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #970 holding.
Gupta Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares MSCI Australia ETF position peaked at $19K in Q1 2015.
157 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q1 2016.

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