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Gupta Wealth Management’s Virtus Newfleet Multi-Sector Bond ETF NFLT Stock Holding History

Gupta Wealth Management’s Portfolio NFLT Stock Details NFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$7K Buy
274
+55
+25% +$1.36K ﹤0.01% 918
2015
Q4 		$5K Buy
+219
New +$5.46K ﹤0.01% 1018

Other funds holding NFLT

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gupta Wealth Management increased its Virtus Newfleet Multi-Sector Bond ETF (NFLT) stake by 25% in Q1 2016, buying an estimated $1.36K and bringing the position to 274 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Gupta Wealth Management first reported a position in NFLT in Q4 2015 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold NFLT as of Q1 2016.

  • Gupta Wealth Management held 274 shares of Virtus Newfleet Multi-Sector Bond ETF worth $7K as of Q1 2016.
  • Gupta Wealth Management bought 55 Virtus Newfleet Multi-Sector Bond ETF shares in Q1 2016, an estimated $1.36K.
  • Virtus Newfleet Multi-Sector Bond ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #918 holding.
  • Gupta Wealth Management first reported a position in Virtus Newfleet Multi-Sector Bond ETF in Q4 2015 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Virtus Newfleet Multi-Sector Bond ETF as of Q1 2016.

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