Gupta Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$80K	Buy	+797	New	+$80.2K	0.02%	363
2015 Q3	–	Sell	-1,000	Closed	-$101K	–	1310
2015 Q2	$101K	Buy	+1,000	New	+$101K	0.02%	347

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gupta Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2016: 797 shares worth $80K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in MINT as recently as Q2 2015.

Gupta Wealth Management first reported a position in MINT in Q2 2015 and has held it in 2 quarters since. The position peaked at $101K in Q2 2015. 222 funds tracked by Wall St. Rank hold MINT as of Q1 2016.

Gupta Wealth Management held 797 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $80K as of Q1 2016.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Gupta Wealth Management position in Q1 2016.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #363 holding.
Gupta Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2015 and has held it in 2 quarters since.
Gupta Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $101K in Q2 2015.
222 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2016.

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