Gupta Wealth Management’s ISHARES TR INTL INFLATION LKD BD ETF ITIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$42K	Hold	996	–	–	0.01%	468
2015 Q4	$39K	Hold	996	–	–	0.01%	479
2015 Q3	$39K	Hold	996	–	–	0.01%	501
2015 Q2	$42K	Hold	996	–	–	0.01%	507
2015 Q1	$42K	Buy	+996	New	+$42.9K	0.01%	436

Other funds holding ITIP

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Gupta Wealth Management held its ISHARES TR INTL INFLATION LKD BD ETF (ITIP) position steady in Q1 2016 at 996 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #468.

Gupta Wealth Management first reported a position in ITIP in Q1 2015 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold ITIP as of Q1 2016.

Gupta Wealth Management held 996 shares of ISHARES TR INTL INFLATION LKD BD ETF worth $42K as of Q1 2016.
Gupta Wealth Management left its ISHARES TR INTL INFLATION LKD BD ETF share count unchanged in Q1 2016.
ISHARES TR INTL INFLATION LKD BD ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #468 holding.
Gupta Wealth Management first reported a position in ISHARES TR INTL INFLATION LKD BD ETF in Q1 2015 and has held it in 5 quarters since.
21 funds tracked by Wall St. Rank held ISHARES TR INTL INFLATION LKD BD ETF as of Q1 2016.

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