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Gupta Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

Gupta Wealth Management’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$21K Sell
805
-550
-41% -$11.8K ﹤0.01% 640
2015
Q4 		$28K Buy
1,355
+525
+63% +$12.2K 0.01% 584
2015
Q3 		$18K Hold
830
– – ﹤0.01% 712
2015
Q2 		$27K Hold
830
– – 0.01% 660
2015
Q1 		$26K Buy
+830
New +$28.2K 0.01% 531

Other funds holding EWZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gupta Wealth Management reduced its iShares MSCI Brazil ETF (EWZ) stake by 41% in Q1 2016, selling an estimated $11.8K and leaving 805 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Gupta Wealth Management first reported a position in EWZ in Q1 2015 and has held it in 5 quarters since. The position peaked at $28K in Q4 2015. 204 funds tracked by Wall St. Rank hold EWZ as of Q1 2016.

  • Gupta Wealth Management held 805 shares of iShares MSCI Brazil ETF worth $21K as of Q1 2016.
  • Gupta Wealth Management sold 550 iShares MSCI Brazil ETF shares in Q1 2016, an estimated $11.8K.
  • iShares MSCI Brazil ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #640 holding.
  • Gupta Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares MSCI Brazil ETF position peaked at $28K in Q4 2015.
  • 204 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q1 2016.

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