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Gupta Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Gupta Wealth Management’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Sell
65
-95
-59% -$1.74K ﹤0.01% 1115
2015
Q4 		$3K Sell
160
-244
-60% -$4.94K ﹤0.01% 1076
2015
Q3 		$8K Hold
404
– – ﹤0.01% 949
2015
Q2 		$9K Hold
404
– – ﹤0.01% 914
2015
Q1 		$9K Buy
+404
New +$8.67K ﹤0.01% 781

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares MSCI Hong Kong ETF (EWH) stake by 59% in Q1 2016, selling an estimated $1.74K and leaving 65 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Gupta Wealth Management first reported a position in EWH in Q1 2015 and has held it in 5 quarters since. The position peaked at $9K in Q2 2015. 122 funds tracked by Wall St. Rank hold EWH as of Q1 2016.

  • Gupta Wealth Management held 65 shares of iShares MSCI Hong Kong ETF worth $1K as of Q1 2016.
  • Gupta Wealth Management sold 95 iShares MSCI Hong Kong ETF shares in Q1 2016, an estimated $1.74K.
  • iShares MSCI Hong Kong ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1115 holding.
  • Gupta Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares MSCI Hong Kong ETF position peaked at $9K in Q2 2015.
  • 122 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2016.

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