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Gupta Wealth Management’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Gupta Wealth Management’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$147K Buy
+1,587
New +$143K 0.03% 279
2015
Q4 		– Sell
-135
Closed -$13K – 1302
2015
Q3 		$13K Sell
135
-279
-67% -$27.4K ﹤0.01% 845
2015
Q2 		$41K Hold
414
– – 0.01% 510
2015
Q1 		$42K Buy
+414
New +$42K 0.01% 432

Other funds holding HYS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2016: 1,587 shares worth $147K. The stake represents 0.03% of the portfolio and ranks #279 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in HYS as recently as Q3 2015.

Gupta Wealth Management first reported a position in HYS in Q1 2015 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold HYS as of Q1 2016.

  • Gupta Wealth Management held 1,587 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $147K as of Q1 2016.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund was a new Gupta Wealth Management position in Q1 2016.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #279 holding.
  • Gupta Wealth Management first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2015 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2016.

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