Gupta Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$1.85M	Sell	34,118 -3,240	-9%	-$166K	0.43%	54
2015 Q4	$1.88M	Sell	37,358 -11,815	-24%	-$616K	0.48%	47
2015 Q3	$2.56M	Sell	49,173 -9,085	-16%	-$484K	0.62%	40
2015 Q2	$3.2M	Sell	58,258 -4,877	-8%	-$270K	0.79%	31
2015 Q1	$3.44M	Buy	+63,135	New	+$3.51M	1.01%	21

Other funds holding WIP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

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

Gupta Wealth Management reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 8.7% in Q1 2016, selling an estimated $166K and leaving 34,118 shares worth $1.85M. The position accounts for 0.43% of the portfolio, ranked #54.

Gupta Wealth Management first reported a position in WIP in Q1 2015 and has held it in 5 quarters since. The position peaked at $3.44M in Q1 2015. 89 funds tracked by Wall St. Rank hold WIP as of Q1 2016.

Gupta Wealth Management held 34,118 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $1.85M as of Q1 2016.
Gupta Wealth Management sold 3,240 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2016, an estimated $166K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.43% of Gupta Wealth Management's portfolio in Q1 2016, its #54 holding.
Gupta Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.44M in Q1 2015.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2016.

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