Gupta Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$5K	Sell	130 -121	-48%	-$4.66K	﹤0.01%	979
2015 Q4	$10K	Buy	251 +81	+48%	+$3.26K	﹤0.01%	890
2015 Q3	$7K	Hold	170	–	–	﹤0.01%	997
2015 Q2	$7K	Hold	170	–	–	﹤0.01%	972
2015 Q1	$7K	Buy	+170	New	+$7.39K	﹤0.01%	833

Other funds holding RWX

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Gupta Wealth Management reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 48% in Q1 2016, selling an estimated $4.66K and leaving 130 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Gupta Wealth Management first reported a position in RWX in Q1 2015 and has held it in 5 quarters since. The position peaked at $10K in Q4 2015. 207 funds tracked by Wall St. Rank hold RWX as of Q1 2016.

Gupta Wealth Management held 130 shares of State Street SPDR Dow Jones International Real Estate ETF worth $5K as of Q1 2016.
Gupta Wealth Management sold 121 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2016, an estimated $4.66K.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #979 holding.
Gupta Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $10K in Q4 2015.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2016.

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