Gupta Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.09M	Sell	46,024 -2,962	-6%	-$63.5K	0.26%	86
2015 Q4	$1.05M	Sell	48,986 -50,085	-51%	-$1.16M	0.27%	85
2015 Q3	$2.28M	Sell	99,071 -30,515	-24%	-$751K	0.56%	46
2015 Q2	$3.46M	Sell	129,586 -12,069	-9%	-$341K	0.85%	27
2015 Q1	$3.85M	Buy	+141,655	New	+$3.89M	1.13%	17

Other funds holding EWC

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

RMPT

Raytheon Master Pension Trust Waltham, Massachusetts $140M AUM 5.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MTB

Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares MSCI Canada ETF (EWC) stake by 6% in Q1 2016, selling an estimated $63.5K and leaving 46,024 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #86.

Gupta Wealth Management first reported a position in EWC in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.85M in Q1 2015. 216 funds tracked by Wall St. Rank hold EWC as of Q1 2016.

Gupta Wealth Management held 46,024 shares of iShares MSCI Canada ETF worth $1.09M as of Q1 2016.
Gupta Wealth Management sold 2,962 iShares MSCI Canada ETF shares in Q1 2016, an estimated $63.5K.
iShares MSCI Canada ETF made up 0.26% of Gupta Wealth Management's portfolio in Q1 2016, its #86 holding.
Gupta Wealth Management first reported a position in iShares MSCI Canada ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares MSCI Canada ETF position peaked at $3.85M in Q1 2015.
216 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2016.

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