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Gupta Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Gupta Wealth Management’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$41K Buy
+1,519
New +$37.4K 0.01% 471
2015
Q3 		– Sell
-1,926
Closed -$53K – 1297
2015
Q2 		$53K Buy
+1,926
New +$52.3K 0.01% 458

Other funds holding ITB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in iShares US Home Construction ETF (ITB) in Q1 2016: 1,519 shares worth $41K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in ITB as recently as Q2 2015.

Gupta Wealth Management first reported a position in ITB in Q2 2015 and has held it in 2 quarters since. The position peaked at $53K in Q2 2015. 145 funds tracked by Wall St. Rank hold ITB as of Q1 2016.

  • Gupta Wealth Management held 1,519 shares of iShares US Home Construction ETF worth $41K as of Q1 2016.
  • iShares US Home Construction ETF was a new Gupta Wealth Management position in Q1 2016.
  • iShares US Home Construction ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #471 holding.
  • Gupta Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2015 and has held it in 2 quarters since.
  • Gupta Wealth Management's iShares US Home Construction ETF position peaked at $53K in Q2 2015.
  • 145 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2016.

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