Gupta Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$4.28M	Sell	113,736 -9,195	-7%	-$338K	1%	20
2015 Q4	$5.15M	Sell	122,931 -14,087	-10%	-$609K	1.31%	14
2015 Q3	$5.64M	Sell	137,018 -14,474	-10%	-$614K	1.38%	15
2015 Q2	$6.69M	Sell	151,492 -6,765	-4%	-$287K	1.64%	11
2015 Q1	$6.46M	Buy	+158,257	New	+$6.25M	1.9%	8

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Gupta Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 7.5% in Q1 2016, selling an estimated $338K and leaving 113,736 shares worth $4.28M. The position accounts for 1% of the portfolio, ranked #20.

Gupta Wealth Management first reported a position in KRE in Q1 2015 and has held it in 5 quarters since. The position peaked at $6.69M in Q2 2015. 209 funds tracked by Wall St. Rank hold KRE as of Q1 2016.

Gupta Wealth Management held 113,736 shares of State Street SPDR S&P Regional Banking ETF worth $4.28M as of Q1 2016.
Gupta Wealth Management sold 9,195 State Street SPDR S&P Regional Banking ETF shares in Q1 2016, an estimated $338K.
State Street SPDR S&P Regional Banking ETF made up 1% of Gupta Wealth Management's portfolio in Q1 2016, its #20 holding.
Gupta Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $6.69M in Q2 2015.
209 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2016.

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