Gupta Wealth Management’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$893K	Sell	16,220 -3,150	-16%	-$173K	0.21%	98
2015 Q4	$1.01M	Sell	19,370 -1,965	-9%	-$103K	0.26%	89
2015 Q3	$1.03M	Sell	21,335 -500	-2%	-$24.3K	0.25%	87
2015 Q2	$1.14M	Sell	21,835 -830	-4%	-$43.4K	0.28%	82
2015 Q1	$1.2M	Buy	+22,665	New	+$1.2M	0.35%	68

Other funds holding XLKS

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

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

Gupta Wealth Management reduced its POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) stake by 16% in Q1 2016, selling an estimated $173K and leaving 16,220 shares worth $893K. The position accounts for 0.21% of the portfolio, ranked #98.

Gupta Wealth Management first reported a position in XLKS in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2015. 54 funds tracked by Wall St. Rank hold XLKS as of Q1 2016.

Gupta Wealth Management held 16,220 shares of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO worth $893K as of Q1 2016.
Gupta Wealth Management sold 3,150 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q1 2016, an estimated $173K.
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO made up 0.21% of Gupta Wealth Management's portfolio in Q1 2016, its #98 holding.
Gupta Wealth Management first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $1.2M in Q1 2015.
54 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q1 2016.

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