Gupta Wealth Management’s iShares China Large-Cap ETF FXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$20K	Buy	600 +91	+18%	+$2.85K	﹤0.01%	654
2015 Q4	$18K	Hold	509	–	–	﹤0.01%	684
2015 Q3	$18K	Sell	509 -59	-10%	-$2.29K	﹤0.01%	714
2015 Q2	$26K	Buy	568 +9	+2%	+$446	0.01%	668
2015 Q1	$25K	Buy	+559	New	+$23.8K	0.01%	543

Other funds holding FXI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Gupta Wealth Management increased its iShares China Large-Cap ETF (FXI) stake by 18% in Q1 2016, buying an estimated $2.85K and bringing the position to 600 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Gupta Wealth Management first reported a position in FXI in Q1 2015 and has held it in 5 quarters since. The position peaked at $26K in Q2 2015. 258 funds tracked by Wall St. Rank hold FXI as of Q1 2016.

Gupta Wealth Management held 600 shares of iShares China Large-Cap ETF worth $20K as of Q1 2016.
Gupta Wealth Management bought 91 iShares China Large-Cap ETF shares in Q1 2016, an estimated $2.85K.
iShares China Large-Cap ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #654 holding.
Gupta Wealth Management first reported a position in iShares China Large-Cap ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares China Large-Cap ETF position peaked at $26K in Q2 2015.
258 funds tracked by Wall St. Rank held iShares China Large-Cap ETF as of Q1 2016.

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