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Gupta Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Gupta Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$10K Hold
323
– – ﹤0.01% 856
2015
Q4 		$11K Hold
323
– – ﹤0.01% 853
2015
Q3 		$11K Buy
323
+144
+80% +$5.12K ﹤0.01% 883
2015
Q2 		$7K Buy
+179
New +$6.42K ﹤0.01% 964

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gupta Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q1 2016 at 323 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Gupta Wealth Management first reported a position in IAT in Q2 2015 and has held it in 4 quarters since. The position peaked at $11K in Q4 2015. 77 funds tracked by Wall St. Rank hold IAT as of Q1 2016.

  • Gupta Wealth Management held 323 shares of iShares US Regional Banks ETF worth $10K as of Q1 2016.
  • Gupta Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q1 2016.
  • iShares US Regional Banks ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #856 holding.
  • Gupta Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's iShares US Regional Banks ETF position peaked at $11K in Q4 2015.
  • 77 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2016.

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