GWM
IFEU

Gupta Wealth Management’s iShares Europe Developed Real Estate ETF IFEU Stock Holding History

Gupta Wealth Management’s Portfolio IFEU Stock Details IFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$76K Hold
2,000
– – 0.02% 377
2015
Q4 		$75K Hold
2,000
– – 0.02% 374
2015
Q3 		$77K Buy
+2,000
New +$76.7K 0.02% 381

Other funds holding IFEU

X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gupta Wealth Management held its iShares Europe Developed Real Estate ETF (IFEU) position steady in Q1 2016 at 2,000 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #377.

Gupta Wealth Management first reported a position in IFEU in Q3 2015 and has held it in 3 quarters since. The position peaked at $77K in Q3 2015. 26 funds tracked by Wall St. Rank hold IFEU as of Q1 2016.

  • Gupta Wealth Management held 2,000 shares of iShares Europe Developed Real Estate ETF worth $76K as of Q1 2016.
  • Gupta Wealth Management left its iShares Europe Developed Real Estate ETF share count unchanged in Q1 2016.
  • iShares Europe Developed Real Estate ETF made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #377 holding.
  • Gupta Wealth Management first reported a position in iShares Europe Developed Real Estate ETF in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's iShares Europe Developed Real Estate ETF position peaked at $77K in Q3 2015.
  • 26 funds tracked by Wall St. Rank held iShares Europe Developed Real Estate ETF as of Q1 2016.

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