GWM
INXX

Gupta Wealth Management’s Columbia India Infrastructure ETF INXX Stock Holding History

Gupta Wealth Management’s Portfolio INXX Stock Details INXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$9K Hold
835
– – ﹤0.01% 887
2015
Q4 		$9K Sell
835
-1,550
-65% -$16.5K ﹤0.01% 924
2015
Q3 		$26K Hold
2,385
– – 0.01% 632
2015
Q2 		$30K Hold
2,385
– – 0.01% 639
2015
Q1 		$31K Buy
+2,385
New +$31.7K 0.01% 498

Other funds holding INXX

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Gupta Wealth Management held its Columbia India Infrastructure ETF (INXX) position steady in Q1 2016 at 835 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Gupta Wealth Management first reported a position in INXX in Q1 2015 and has held it in 5 quarters since. The position peaked at $31K in Q1 2015. 18 funds tracked by Wall St. Rank hold INXX as of Q1 2016.

  • Gupta Wealth Management held 835 shares of Columbia India Infrastructure ETF worth $9K as of Q1 2016.
  • Gupta Wealth Management left its Columbia India Infrastructure ETF share count unchanged in Q1 2016.
  • Columbia India Infrastructure ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #887 holding.
  • Gupta Wealth Management first reported a position in Columbia India Infrastructure ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Columbia India Infrastructure ETF position peaked at $31K in Q1 2015.
  • 18 funds tracked by Wall St. Rank held Columbia India Infrastructure ETF as of Q1 2016.

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