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Gupta Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Gupta Wealth Management’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-840
Closed -$16K – 1305
2015
Q3 		$16K Buy
+840
New +$16.9K ﹤0.01% 756

Other funds holding IHI

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Gupta Wealth Management's IHI Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2015, closing a stake of 840 shares — an estimated $16K sold.

Gupta Wealth Management first reported a position in IHI in Q3 2015 and held it in 1 quarter. The position peaked at $16K in Q3 2015. 84 funds tracked by Wall St. Rank hold IHI as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 840 iShares US Medical Devices ETF shares in Q4 2015, an estimated $16K.
  • Gupta Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares US Medical Devices ETF position peaked at $16K in Q3 2015.
  • 84 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.