GWM
SMIN icon

Gupta Wealth Management’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Gupta Wealth Management’s Portfolio SMIN Stock Details SMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-120
Closed -$4K – 1349
2015
Q3 		$4K Buy
+120
New +$4.04K ﹤0.01% 1069

Other funds holding SMIN

SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gupta Wealth Management sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2015, closing a stake of 120 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in SMIN in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 31 funds tracked by Wall St. Rank hold SMIN as of Q4 2015.

  • Gupta Wealth Management reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 120 iShares MSCI India Small-Cap ETF shares in Q4 2015, an estimated $4K.
  • Gupta Wealth Management first reported a position in iShares MSCI India Small-Cap ETF in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares MSCI India Small-Cap ETF position peaked at $4K in Q3 2015.
  • 31 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2015.

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