Gupta Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$1.49M Buy
38,247
+20,308
+113% +$776K 0.35% 67
2015
Q4
$697K Buy
17,939
+6,675
+59% +$260K 0.18% 112
2015
Q3
$435K Buy
11,264
+3,367
+43% +$132K 0.11% 152
2015
Q2
$309K Buy
7,897
+211
+3% +$8.37K 0.08% 194
2015
Q1
$308K Buy
+7,686
New +$306K 0.09% 170

Other funds holding PFF

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

Gupta Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 113% in Q1 2016, buying an estimated $776K and bringing the position to 38,247 shares worth $1.49M. The position accounts for 0.35% of the portfolio, ranked #67.

Gupta Wealth Management first reported a position in PFF in Q1 2015 and has held it in 5 quarters since. 532 funds tracked by Wall St. Rank hold PFF as of Q1 2016.

  • Gupta Wealth Management held 38,247 shares of iShares Preferred and Income Securities ETF worth $1.49M as of Q1 2016.
  • Gupta Wealth Management bought 20,308 iShares Preferred and Income Securities ETF shares in Q1 2016, an estimated $776K.
  • iShares Preferred and Income Securities ETF made up 0.35% of Gupta Wealth Management's portfolio in Q1 2016, its #67 holding.
  • Gupta Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and has held it in 5 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2016.

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