GWM
ROOF

Gupta Wealth Management’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Gupta Wealth Management’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,000
Closed -$83K – 1341
2015
Q1 		$83K Buy
+3,000
New +$84K 0.02% 328

Other funds holding ROOF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Gupta Wealth Management's ROOF Position: Q2 2015 in Review

Gupta Wealth Management sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q2 2015, closing a stake of 3,000 shares — an estimated $83K sold.

Gupta Wealth Management first reported a position in ROOF in Q1 2015 and held it in 1 quarter. The position peaked at $83K in Q1 2015. 31 funds tracked by Wall St. Rank hold ROOF as of Q2 2015.

  • Gupta Wealth Management reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 3,000 NYLI CBRE NextGen Real Estate ETF shares in Q2 2015, an estimated $83K.
  • Gupta Wealth Management first reported a position in NYLI CBRE NextGen Real Estate ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's NYLI CBRE NextGen Real Estate ETF position peaked at $83K in Q1 2015.
  • 31 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.