Gupta Wealth Management’s US Commodity Index USCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$631K	Sell	15,614 -275	-2%	-$10.9K	0.15%	123
2015 Q4	$643K	Sell	15,889 -7,689	-33%	-$316K	0.16%	117
2015 Q3	$986K	Sell	23,578 -4,327	-16%	-$189K	0.24%	89
2015 Q2	$1.32M	Buy	27,905 +1,953	+8%	+$90.5K	0.32%	69
2015 Q1	$1.17M	Buy	+25,952	New	+$1.21M	0.34%	73

Other funds holding USCI

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

SIAM

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gupta Wealth Management reduced its US Commodity Index (USCI) stake by 1.7% in Q1 2016, selling an estimated $10.9K and leaving 15,614 shares worth $631K. The position accounts for 0.15% of the portfolio, ranked #123.

Gupta Wealth Management first reported a position in USCI in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.32M in Q2 2015. 47 funds tracked by Wall St. Rank hold USCI as of Q1 2016.

Gupta Wealth Management held 15,614 shares of US Commodity Index worth $631K as of Q1 2016.
Gupta Wealth Management sold 275 US Commodity Index shares in Q1 2016, an estimated $10.9K.
US Commodity Index made up 0.15% of Gupta Wealth Management's portfolio in Q1 2016, its #123 holding.
Gupta Wealth Management first reported a position in US Commodity Index in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's US Commodity Index position peaked at $1.32M in Q2 2015.
47 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2016.

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