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Gupta Wealth Management’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Gupta Wealth Management’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-49
Closed -$1K – 1297
2015
Q3 		$1K Buy
+49
New +$1.03K ﹤0.01% 1198
2015
Q2 		– Sell
-162
Closed -$4K – 1281
2015
Q1 		$4K Buy
+162
New +$4K ﹤0.01% 918

Other funds holding GYLD

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gupta Wealth Management's GYLD Position: Q4 2015 in Review

Gupta Wealth Management sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q4 2015, closing a stake of 49 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in GYLD in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 35 funds tracked by Wall St. Rank hold GYLD as of Q4 2015.

  • Gupta Wealth Management reported no remaining Arrow Dow Jones Global Yield ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 49 Arrow Dow Jones Global Yield ETF shares in Q4 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in Arrow Dow Jones Global Yield ETF in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Arrow Dow Jones Global Yield ETF position peaked at $4K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.