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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
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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.