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Gupta Wealth Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Gupta Wealth Management’s Portfolio SKYY Stock Details SKYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed -$11K – 1347
2015
Q3 		$11K Sell
400
-509
-56% -$15K ﹤0.01% 887
2015
Q2 		$27K Buy
+909
New +$27.6K 0.01% 663

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

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

Gupta Wealth Management sold out of First Trust Cloud Computing ETF (SKYY) in Q4 2015, closing a stake of 400 shares — an estimated $11K sold.

Gupta Wealth Management first reported a position in SKYY in Q2 2015 and held it in 2 quarters. The position peaked at $27K in Q2 2015. 60 funds tracked by Wall St. Rank hold SKYY as of Q4 2015.

  • Gupta Wealth Management reported no remaining First Trust Cloud Computing ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 400 First Trust Cloud Computing ETF shares in Q4 2015, an estimated $11K.
  • Gupta Wealth Management first reported a position in First Trust Cloud Computing ETF in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's First Trust Cloud Computing ETF position peaked at $27K in Q2 2015.
  • 60 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2015.

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