Gupta Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$23K	Hold	400	–	–	0.01%	622
2015 Q4	$22K	Sell	400 -260	-39%	-$14.5K	0.01%	637
2015 Q3	$37K	Hold	660	–	–	0.01%	517
2015 Q2	$36K	Hold	660	–	–	0.01%	544
2015 Q1	$37K	Buy	+660	New	+$37K	0.01%	456

Other funds holding NYF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gupta Wealth Management held its iShares New York Muni Bond ETF (NYF) position steady in Q1 2016 at 400 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #622.

Gupta Wealth Management first reported a position in NYF in Q1 2015 and has held it in 5 quarters since. The position peaked at $37K in Q3 2015. 40 funds tracked by Wall St. Rank hold NYF as of Q1 2016.

Gupta Wealth Management held 400 shares of iShares New York Muni Bond ETF worth $23K as of Q1 2016.
Gupta Wealth Management left its iShares New York Muni Bond ETF share count unchanged in Q1 2016.
iShares New York Muni Bond ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #622 holding.
Gupta Wealth Management first reported a position in iShares New York Muni Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares New York Muni Bond ETF position peaked at $37K in Q3 2015.
40 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2016.

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