Gupta Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$13K	Hold	252	–	–	﹤0.01%	806
2015 Q4	$13K	Hold	252	–	–	﹤0.01%	812
2015 Q3	$12K	Buy	+252	New	+$11.7K	﹤0.01%	863

Other funds holding ICF

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Gupta Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q1 2016 at 252 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Gupta Wealth Management first reported a position in ICF in Q3 2015 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold ICF as of Q1 2016.

Gupta Wealth Management held 252 shares of iShares Select U.S. REIT ETF worth $13K as of Q1 2016.
Gupta Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q1 2016.
iShares Select U.S. REIT ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #806 holding.
Gupta Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2015 and has held it in 3 quarters since.
281 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2016.

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