Gupta Wealth Management’s AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return RJI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$8K	Hold	1,724	–	–	﹤0.01%	908
2015 Q4	$8K	Hold	1,724	–	–	﹤0.01%	943
2015 Q3	$9K	Hold	1,724	–	–	﹤0.01%	940
2015 Q2	$11K	Hold	1,724	–	–	﹤0.01%	882
2015 Q1	$10K	Buy	+1,724	New	+$10.4K	﹤0.01%	765

Other funds holding RJI

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

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

Gupta Wealth Management held its AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) position steady in Q1 2016 at 1,724 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Gupta Wealth Management first reported a position in RJI in Q1 2015 and has held it in 5 quarters since. The position peaked at $11K in Q2 2015. 53 funds tracked by Wall St. Rank hold RJI as of Q1 2016.

Gupta Wealth Management held 1,724 shares of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return worth $8K as of Q1 2016.
Gupta Wealth Management left its AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return share count unchanged in Q1 2016.
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #908 holding.
Gupta Wealth Management first reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return position peaked at $11K in Q2 2015.
53 funds tracked by Wall St. Rank held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return as of Q1 2016.

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