GWM
PMR

Gupta Wealth Management’s Invesco Dynamic Retail ETF PMR Stock Holding History

Gupta Wealth Management’s Portfolio PMR Stock Details PMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-240
Closed -$9K – 1385
2015
Q2 		$9K Hold
240
– – ﹤0.01% 934
2015
Q1 		$10K Buy
+240
New +$9.53K ﹤0.01% 766

Other funds holding PMR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gupta Wealth Management's PMR Position: Q3 2015 in Review

Gupta Wealth Management sold out of Invesco Dynamic Retail ETF (PMR) in Q3 2015, closing a stake of 240 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in PMR in Q1 2015 and held it in 2 quarters. The position peaked at $10K in Q1 2015. 17 funds tracked by Wall St. Rank hold PMR as of Q3 2015.

  • Gupta Wealth Management reported no remaining Invesco Dynamic Retail ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 240 Invesco Dynamic Retail ETF shares in Q3 2015, an estimated $9K.
  • Gupta Wealth Management first reported a position in Invesco Dynamic Retail ETF in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Invesco Dynamic Retail ETF position peaked at $10K in Q1 2015.
  • 17 funds tracked by Wall St. Rank held Invesco Dynamic Retail ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.