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Gupta Wealth Management’s VanEck Steel ETF SLX Stock Holding History

Gupta Wealth Management’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,700
Closed -$143K – 1341
2015
Q2 		$143K Sell
4,700
-525
-10% -$17.6K 0.04% 297
2015
Q1 		$163K Buy
+5,225
New +$172K 0.05% 246

Other funds holding SLX

RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gupta Wealth Management's SLX Position: Q3 2015 in Review

Gupta Wealth Management sold out of VanEck Steel ETF (SLX) in Q3 2015, closing a stake of 4,700 shares — an estimated $143K sold.

Gupta Wealth Management first reported a position in SLX in Q1 2015 and held it in 2 quarters. The position peaked at $163K in Q1 2015. 26 funds tracked by Wall St. Rank hold SLX as of Q3 2015.

  • Gupta Wealth Management reported no remaining VanEck Steel ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 4,700 VanEck Steel ETF shares in Q3 2015, an estimated $143K.
  • Gupta Wealth Management first reported a position in VanEck Steel ETF in Q1 2015 and held it in 2 quarters.
  • Gupta Wealth Management's VanEck Steel ETF position peaked at $163K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.