Gupta Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,000	Closed	-$15K	–	1198
2015 Q4	$15K	Sell	1,000 -15,335	-94%	-$227K	﹤0.01%	765
2015 Q3	$227K	Buy	16,335 +15,335	+1,534%	+$222K	0.06%	226
2015 Q2	$15K	Hold	1,000	–	–	﹤0.01%	803
2015 Q1	$15K	Buy	+1,000	New	+$15.3K	﹤0.01%	674

Other funds holding HDV

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Gupta Wealth Management sold out of iShares Core High Dividend ETF (HDV) in Q1 2016, closing a stake of 1,000 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in HDV in Q1 2015 and held it in 4 quarters. The position peaked at $227K in Q3 2015. 257 funds tracked by Wall St. Rank hold HDV as of Q1 2016.

Gupta Wealth Management reported no remaining iShares Core High Dividend ETF position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 1,000 iShares Core High Dividend ETF shares in Q1 2016, an estimated $15K.
Gupta Wealth Management first reported a position in iShares Core High Dividend ETF in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's iShares Core High Dividend ETF position peaked at $227K in Q3 2015.
257 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2016.

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