Gupta Wealth Management’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$223K	Hold	5,586	–	–	0.05%	233
2015 Q4	$223K	Sell	5,586 -1,500	-21%	-$60K	0.06%	234
2015 Q3	$283K	Buy	7,086 +4,361	+160%	+$175K	0.07%	193
2015 Q2	$109K	Buy	+2,725	New	+$109K	0.03%	337

Other funds holding ULST

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gupta Wealth Management held its State Street Ultra Short Term Bond ETF (ULST) position steady in Q1 2016 at 5,586 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #233.

Gupta Wealth Management first reported a position in ULST in Q2 2015 and has held it in 4 quarters since. The position peaked at $283K in Q3 2015. 16 funds tracked by Wall St. Rank hold ULST as of Q1 2016.

Gupta Wealth Management held 5,586 shares of State Street Ultra Short Term Bond ETF worth $223K as of Q1 2016.
Gupta Wealth Management left its State Street Ultra Short Term Bond ETF share count unchanged in Q1 2016.
State Street Ultra Short Term Bond ETF made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #233 holding.
Gupta Wealth Management first reported a position in State Street Ultra Short Term Bond ETF in Q2 2015 and has held it in 4 quarters since.
Gupta Wealth Management's State Street Ultra Short Term Bond ETF position peaked at $283K in Q3 2015.
16 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2016.

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