Gupta Wealth Management’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$877K	Sell	13,241 -2,210	-14%	-$146K	0.21%	102
2015 Q4	$1.11M	Sell	15,451 -2,225	-13%	-$160K	0.28%	79
2015 Q3	$1.15M	Hold	17,676	–	–	0.28%	78
2015 Q2	$1.26M	Sell	17,676 -1,310	-7%	-$93.4K	0.31%	72
2015 Q1	$1.31M	Buy	+18,986	New	+$1.31M	0.39%	64

Other funds holding XLVS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Gupta Wealth Management reduced its POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) stake by 14% in Q1 2016, selling an estimated $146K and leaving 13,241 shares worth $877K. The position accounts for 0.21% of the portfolio, ranked #102.

Gupta Wealth Management first reported a position in XLVS in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.31M in Q1 2015. 45 funds tracked by Wall St. Rank hold XLVS as of Q1 2016.

Gupta Wealth Management held 13,241 shares of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO worth $877K as of Q1 2016.
Gupta Wealth Management sold 2,210 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2016, an estimated $146K.
POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO made up 0.21% of Gupta Wealth Management's portfolio in Q1 2016, its #102 holding.
Gupta Wealth Management first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $1.31M in Q1 2015.
45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2016.

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