Gupta Wealth Management’s iShares Global Energy ETF IXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-65	Closed	-$2K	–	1299
2015 Q2	$2K	Hold	65	–	–	﹤0.01%	1140
2015 Q1	$2K	Buy	+65	New	+$2.35K	﹤0.01%	1014

Other funds holding IXC

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

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

Gupta Wealth Management's IXC Position: Q3 2015 in Review

Gupta Wealth Management sold out of iShares Global Energy ETF (IXC) in Q3 2015, closing a stake of 65 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in IXC in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q2 2015. 107 funds tracked by Wall St. Rank hold IXC as of Q3 2015.

Gupta Wealth Management reported no remaining iShares Global Energy ETF position as of Q3 2015 after selling out during the quarter.
Gupta Wealth Management sold 65 iShares Global Energy ETF shares in Q3 2015, an estimated $2K.
Gupta Wealth Management first reported a position in iShares Global Energy ETF in Q1 2015 and held it in 2 quarters.
Gupta Wealth Management's iShares Global Energy ETF position peaked at $2K in Q2 2015.
107 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.