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Gupta Wealth Management’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Gupta Wealth Management’s Portfolio XTN Stock Details XTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-400
Closed -$19K – 1362
2015
Q2 		$19K Buy
+400
New +$20.4K ﹤0.01% 751

Other funds holding XTN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gupta Wealth Management's XTN Position: Q3 2015 in Review

Gupta Wealth Management sold out of State Street SPDR S&P Transportation ETF (XTN) in Q3 2015, closing a stake of 400 shares — an estimated $19K sold.

Gupta Wealth Management first reported a position in XTN in Q2 2015 and held it in 1 quarter. The position peaked at $19K in Q2 2015. 55 funds tracked by Wall St. Rank hold XTN as of Q3 2015.

  • Gupta Wealth Management reported no remaining State Street SPDR S&P Transportation ETF position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 400 State Street SPDR S&P Transportation ETF shares in Q3 2015, an estimated $19K.
  • Gupta Wealth Management first reported a position in State Street SPDR S&P Transportation ETF in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's State Street SPDR S&P Transportation ETF position peaked at $19K in Q2 2015.
  • 55 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.