Gupta Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$16K	Hold	542	–	–	﹤0.01%	725
2015 Q4	$15K	Sell	542 -296	-35%	-$8.38K	﹤0.01%	766
2015 Q3	$24K	Hold	838	–	–	0.01%	651
2015 Q2	$23K	Sell	838 -322	-28%	-$9.17K	0.01%	700
2015 Q1	$33K	Buy	+1,160	New	+$33.6K	0.01%	478

Other funds holding HYMB

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Gupta Wealth Management held its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) position steady in Q1 2016 at 542 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Gupta Wealth Management first reported a position in HYMB in Q1 2015 and has held it in 5 quarters since. The position peaked at $33K in Q1 2015. 74 funds tracked by Wall St. Rank hold HYMB as of Q1 2016.

Gupta Wealth Management held 542 shares of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF worth $16K as of Q1 2016.
Gupta Wealth Management left its State Street SPDR Nuveen ICE High Yield Municipal Bond ETF share count unchanged in Q1 2016.
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #725 holding.
Gupta Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $33K in Q1 2015.
74 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q1 2016.

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