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Gupta Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Gupta Wealth Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$27K Hold
1,650
– – 0.01% 591
2015
Q4 		$27K Sell
1,650
-150
-8% -$2.46K 0.01% 588
2015
Q3 		$27K Hold
1,800
– – 0.01% 610
2015
Q2 		$29K Hold
1,800
– – 0.01% 646
2015
Q1 		$29K Buy
+1,800
New +$28.8K 0.01% 511

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gupta Wealth Management held its iShares Global Tech ETF (IXN) position steady in Q1 2016 at 1,650 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #591.

Gupta Wealth Management first reported a position in IXN in Q1 2015 and has held it in 5 quarters since. The position peaked at $29K in Q2 2015. 102 funds tracked by Wall St. Rank hold IXN as of Q1 2016.

  • Gupta Wealth Management held 1,650 shares of iShares Global Tech ETF worth $27K as of Q1 2016.
  • Gupta Wealth Management left its iShares Global Tech ETF share count unchanged in Q1 2016.
  • iShares Global Tech ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #591 holding.
  • Gupta Wealth Management first reported a position in iShares Global Tech ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares Global Tech ETF position peaked at $29K in Q2 2015.
  • 102 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2016.

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