Gupta Wealth Management’s Columbia India Consumer ETF INCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$9K	Sell	300 -31	-9%	-$904	﹤0.01%	873
2015 Q4	$11K	Sell	331 -555	-63%	-$17.7K	﹤0.01%	854
2015 Q3	$28K	Hold	886	–	–	0.01%	597
2015 Q2	$30K	Buy	886 +31	+4%	+$1.06K	0.01%	634
2015 Q1	$30K	Buy	+855	New	+$30.7K	0.01%	503

Other funds holding INCO

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SFFS

Stonehage Fleming Financial Services St. Helier, Jersey $2.93B AUM 16.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

NVCHI

New Vernon Capital Holdings II Morristown, New Jersey $181M AUM 44.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Gupta Wealth Management reduced its Columbia India Consumer ETF (INCO) stake by 9.4% in Q1 2016, selling an estimated $904 and leaving 300 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Gupta Wealth Management first reported a position in INCO in Q1 2015 and has held it in 5 quarters since. The position peaked at $30K in Q2 2015. 20 funds tracked by Wall St. Rank hold INCO as of Q1 2016.

Gupta Wealth Management held 300 shares of Columbia India Consumer ETF worth $9K as of Q1 2016.
Gupta Wealth Management sold 31 Columbia India Consumer ETF shares in Q1 2016, an estimated $904.
Columbia India Consumer ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #873 holding.
Gupta Wealth Management first reported a position in Columbia India Consumer ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Columbia India Consumer ETF position peaked at $30K in Q2 2015.
20 funds tracked by Wall St. Rank held Columbia India Consumer ETF as of Q1 2016.

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