Gupta Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$13K	Hold	450	–	–	﹤0.01%	814
2015 Q4	$13K	Buy	+450	New	+$13.4K	﹤0.01%	822

Other funds holding SOXX

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Gupta Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q1 2016 at 450 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Gupta Wealth Management first reported a position in SOXX in Q4 2015 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold SOXX as of Q1 2016.

Gupta Wealth Management held 450 shares of iShares Semiconductor ETF worth $13K as of Q1 2016.
Gupta Wealth Management left its iShares Semiconductor ETF share count unchanged in Q1 2016.
iShares Semiconductor ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #814 holding.
Gupta Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2015 and has held it in 2 quarters since.
60 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2016.

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