Gupta Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$243K	Hold	4,150	–	–	0.06%	219
2015 Q4	$245K	Hold	4,150	–	–	0.06%	222
2015 Q3	$226K	Buy	4,150 +4,050	+4,050%	+$235K	0.06%	228
2015 Q2	$6K	Hold	100	–	–	﹤0.01%	999
2015 Q1	$6K	Buy	+100	New	+$5.99K	﹤0.01%	858

Other funds holding ITA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

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

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

Gupta Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2016 at 4,150 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #219.

Gupta Wealth Management first reported a position in ITA in Q1 2015 and has held it in 5 quarters since. The position peaked at $245K in Q4 2015. 89 funds tracked by Wall St. Rank hold ITA as of Q1 2016.

Gupta Wealth Management held 4,150 shares of iShares US Aerospace & Defense ETF worth $243K as of Q1 2016.
Gupta Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2016.
iShares US Aerospace & Defense ETF made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #219 holding.
Gupta Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares US Aerospace & Defense ETF position peaked at $245K in Q4 2015.
89 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2016.

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