Gupta Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$28K	Hold	750	–	–	0.01%	583
2015 Q4	$27K	Hold	750	–	–	0.01%	589
2015 Q3	$26K	Sell	750 -300	-29%	-$10.5K	0.01%	625
2015 Q2	$37K	Hold	1,050	–	–	0.01%	537
2015 Q1	$37K	Buy	+1,050	New	+$36.9K	0.01%	455

Other funds holding IYK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Gupta Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2016 at 750 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #583.

Gupta Wealth Management first reported a position in IYK in Q1 2015 and has held it in 5 quarters since. The position peaked at $37K in Q2 2015. 91 funds tracked by Wall St. Rank hold IYK as of Q1 2016.

Gupta Wealth Management held 750 shares of iShares US Consumer Staples ETF worth $28K as of Q1 2016.
Gupta Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q1 2016.
iShares US Consumer Staples ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #583 holding.
Gupta Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares US Consumer Staples ETF position peaked at $37K in Q2 2015.
91 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2016.

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