Gupta Wealth Management’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$20K	Hold	4,000	–	–	﹤0.01%	661
2015 Q4	$25K	Sell	4,000 -925	-19%	-$7.16K	0.01%	605
2015 Q3	$42K	Buy	4,925 +925	+23%	+$8.28K	0.01%	487
2015 Q2	$48K	Hold	4,000	–	–	0.01%	481
2015 Q1	$40K	Buy	+4,000	New	+$43.4K	0.01%	446

Other funds holding OIL

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gupta Wealth Management held its Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In (OIL) position steady in Q1 2016 at 4,000 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Gupta Wealth Management first reported a position in OIL in Q1 2015 and has held it in 5 quarters since. The position peaked at $48K in Q2 2015. 105 funds tracked by Wall St. Rank hold OIL as of Q1 2016.

Gupta Wealth Management held 4,000 shares of Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In worth $20K as of Q1 2016.
Gupta Wealth Management left its Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In share count unchanged in Q1 2016.
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #661 holding.
Gupta Wealth Management first reported a position in Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In position peaked at $48K in Q2 2015.
105 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In as of Q1 2016.

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