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Gupta Wealth Management’s iShares Global Industrials ETF EXI Stock Holding History

Gupta Wealth Management’s Portfolio EXI Stock Details EXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$6K Hold
90
– – ﹤0.01% 934
2015
Q4 		$6K Hold
90
– – ﹤0.01% 989
2015
Q3 		$6K Hold
90
– – ﹤0.01% 1014
2015
Q2 		$6K Hold
90
– – ﹤0.01% 992
2015
Q1 		$6K Buy
+90
New +$6.43K ﹤0.01% 851

Other funds holding EXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Gupta Wealth Management held its iShares Global Industrials ETF (EXI) position steady in Q1 2016 at 90 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Gupta Wealth Management first reported a position in EXI in Q1 2015 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold EXI as of Q1 2016.

  • Gupta Wealth Management held 90 shares of iShares Global Industrials ETF worth $6K as of Q1 2016.
  • Gupta Wealth Management left its iShares Global Industrials ETF share count unchanged in Q1 2016.
  • iShares Global Industrials ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #934 holding.
  • Gupta Wealth Management first reported a position in iShares Global Industrials ETF in Q1 2015 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares Global Industrials ETF as of Q1 2016.

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