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Gupta Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Gupta Wealth Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Hold
24
– – ﹤0.01% 1119
2015
Q4 		$1K Hold
24
– – ﹤0.01% 1190
2015
Q3 		$1K Sell
24
-1,676
-99% -$60.9K ﹤0.01% 1201
2015
Q2 		$62K Buy
1,700
+1,156
+213% +$44.3K 0.02% 426
2015
Q1 		$21K Buy
+544
New +$21.8K 0.01% 589

Other funds holding IYT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GP
GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return

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

Gupta Wealth Management held its iShares US Transportation ETF (IYT) position steady in Q1 2016 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Gupta Wealth Management first reported a position in IYT in Q1 2015 and has held it in 5 quarters since. The position peaked at $62K in Q2 2015. 104 funds tracked by Wall St. Rank hold IYT as of Q1 2016.

  • Gupta Wealth Management held 24 shares of iShares US Transportation ETF worth $1K as of Q1 2016.
  • Gupta Wealth Management left its iShares US Transportation ETF share count unchanged in Q1 2016.
  • iShares US Transportation ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1119 holding.
  • Gupta Wealth Management first reported a position in iShares US Transportation ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares US Transportation ETF position peaked at $62K in Q2 2015.
  • 104 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2016.

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