Gupta Wealth Management’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$38K	Buy	+1,600	New	+$38.3K	0.01%	496

Other funds holding INY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERIM

Eagle Ridge Investment Management Stamford, Connecticut $1.15B AUM 18.44% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) in Q1 2016: 1,600 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings.

17 funds tracked by Wall St. Rank hold INY as of Q1 2016.

Gupta Wealth Management held 1,600 shares of SPDR NUVEEN BARCLAYS N Y MUN BD ETF worth $38K as of Q1 2016.
SPDR NUVEEN BARCLAYS N Y MUN BD ETF was a new Gupta Wealth Management position in Q1 2016.
SPDR NUVEEN BARCLAYS N Y MUN BD ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #496 holding.
17 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q1 2016.

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