Gupta Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-400	Closed	-$14K	–	1297
2015 Q4	$14K	Hold	400	–	–	﹤0.01%	804
2015 Q3	$14K	Buy	400 +100	+33%	+$3.67K	﹤0.01%	824
2015 Q2	$11K	Hold	300	–	–	﹤0.01%	879
2015 Q1	$11K	Buy	+300	New	+$10.6K	﹤0.01%	739

Other funds holding XHB

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

MCM

Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

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

Gupta Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2016, closing a stake of 400 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in XHB in Q1 2015 and held it in 4 quarters. The position peaked at $14K in Q4 2015. 149 funds tracked by Wall St. Rank hold XHB as of Q1 2016.

Gupta Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 400 State Street SPDR S&P Homebuilders ETF shares in Q1 2016, an estimated $14K.
Gupta Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $14K in Q4 2015.
149 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2016.

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