Gupta Wealth Management’s iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 JJA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$278K Buy
8,050
+3,450
+75% +$117K 0.07% 203
2015
Q4
$158K Sell
4,600
-3,953
-46% -$139K 0.04% 273
2015
Q3
$302K Hold
8,553
0.07% 183
2015
Q2
$351K Buy
8,553
+1,737
+25% +$65K 0.09% 182
2015
Q1
$257K Buy
+6,816
New +$271K 0.08% 196

Other funds holding JJA

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

Gupta Wealth Management increased its iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 (JJA) stake by 75% in Q1 2016, buying an estimated $117K and bringing the position to 8,050 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #203.

Gupta Wealth Management first reported a position in JJA in Q1 2015 and has held it in 5 quarters since. The position peaked at $351K in Q2 2015. 14 funds tracked by Wall St. Rank hold JJA as of Q1 2016.

  • Gupta Wealth Management held 8,050 shares of iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 worth $278K as of Q1 2016.
  • Gupta Wealth Management bought 3,450 iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 shares in Q1 2016, an estimated $117K.
  • iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #203 holding.
  • Gupta Wealth Management first reported a position in iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 position peaked at $351K in Q2 2015.
  • 14 funds tracked by Wall St. Rank held iPath Bloomberg Agriculture Subindex Total Return ETN due October 22, 2037 as of Q1 2016.

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