Gupta Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$230K	Buy	2,643 +468	+22%	+$41.9K	0.05%	225
2015 Q4	$245K	Sell	2,175 -9	-0.4%	-$977	0.06%	220
2015 Q3	$221K	Sell	2,184 -258	-11%	-$30.9K	0.05%	234
2015 Q2	$300K	Buy	2,442 +198	+9%	+$23.7K	0.07%	200
2015 Q1	$257K	Buy	+2,244	New	+$247K	0.08%	194

Other funds holding IBB

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Gupta Wealth Management increased its iShares Biotechnology ETF (IBB) stake by 22% in Q1 2016, buying an estimated $41.9K and bringing the position to 2,643 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #225.

Gupta Wealth Management first reported a position in IBB in Q1 2015 and has held it in 5 quarters since. The position peaked at $300K in Q2 2015. 415 funds tracked by Wall St. Rank hold IBB as of Q1 2016.

Gupta Wealth Management held 2,643 shares of iShares Biotechnology ETF worth $230K as of Q1 2016.
Gupta Wealth Management bought 468 iShares Biotechnology ETF shares in Q1 2016, an estimated $41.9K.
iShares Biotechnology ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #225 holding.
Gupta Wealth Management first reported a position in iShares Biotechnology ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Biotechnology ETF position peaked at $300K in Q2 2015.
415 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2016.

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