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Gupta Wealth Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Gupta Wealth Management’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,450
Closed -$16K – 1338
2015
Q3 		$16K Sell
1,450
-1,250
-46% -$14.4K ﹤0.01% 761
2015
Q2 		$39K Hold
2,700
– – 0.01% 525
2015
Q1 		$40K Buy
+2,700
New +$44.9K 0.01% 443

Other funds holding RING

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

Gupta Wealth Management's RING Position: Q4 2015 in Review

Gupta Wealth Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q4 2015, closing a stake of 1,450 shares — an estimated $16K sold.

Gupta Wealth Management first reported a position in RING in Q1 2015 and held it in 3 quarters. The position peaked at $40K in Q1 2015. 27 funds tracked by Wall St. Rank hold RING as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 1,450 iShares MSCI Global Gold Miners ETF shares in Q4 2015, an estimated $16K.
  • Gupta Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $40K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.