GWM
SPXU icon

Gupta Wealth Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Gupta Wealth Management’s Portfolio SPXU Stock Details SPXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$58K Sell
5
-5
-50% -$70.5K 0.01% 416
2015
Q4 		$125K Hold
10
– – 0.03% 298
2015
Q3 		$159K Buy
10
+6
+150% +$86.6K 0.04% 273
2015
Q2 		$49K Buy
+4
New +$54.1K 0.01% 474

Other funds holding SPXU

TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
JT
Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Wellesley Asset Management Portsmouth, New Hampshire $1.1B AUM 0% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

Gupta Wealth Management reduced its ProShares UltraPro Short S&P 500 (SPXU) stake by 50% in Q1 2016, selling an estimated $70.5K and leaving 5 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #416.

Gupta Wealth Management first reported a position in SPXU in Q2 2015 and has held it in 4 quarters since. The position peaked at $159K in Q3 2015. 29 funds tracked by Wall St. Rank hold SPXU as of Q1 2016.

  • Gupta Wealth Management held 5 shares of ProShares UltraPro Short S&P 500 worth $58K as of Q1 2016.
  • Gupta Wealth Management sold 5 ProShares UltraPro Short S&P 500 shares in Q1 2016, an estimated $70.5K.
  • ProShares UltraPro Short S&P 500 made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #416 holding.
  • Gupta Wealth Management first reported a position in ProShares UltraPro Short S&P 500 in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's ProShares UltraPro Short S&P 500 position peaked at $159K in Q3 2015.
  • 29 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2016.

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