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Advisor Group’s Global X Guru Index ETF GURU Stock Holding History

Advisor Group’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-453
Closed -$15K – 5144
2018
Q3 		$15K Hold
453
– – ﹤0.01% 4048
2018
Q2 		$14K Hold
453
– – ﹤0.01% 3908
2018
Q1 		$14K Hold
453
– – ﹤0.01% 3886
2017
Q4 		$13K Sell
453
-1,135
-71% -$32.8K ﹤0.01% 3943
2017
Q3 		$45K Hold
1,588
– – ﹤0.01% 3021
2017
Q2 		$43K Hold
1,588
– – ﹤0.01% 2939
2017
Q1 		$41K Hold
1,588
– – ﹤0.01% 2861
2016
Q4 		$38K Hold
1,588
– – ﹤0.01% 2805
2016
Q3 		$37K Sell
1,588
-114
-7% -$2.64K ﹤0.01% 2750
2016
Q2 		$37K Buy
+1,702
New +$37.6K ﹤0.01% 2635

Other funds holding GURU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's GURU Position: Q4 2018 in Review

Advisor Group sold out of Global X Guru Index ETF (GURU) in Q4 2018, closing a stake of 453 shares — an estimated $15K sold.

Advisor Group first reported a position in GURU in Q2 2016 and held it in 10 quarters. The position peaked at $45K in Q3 2017. 24 funds tracked by Wall St. Rank hold GURU as of Q4 2018.

  • Advisor Group reported no remaining Global X Guru Index ETF position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 453 Global X Guru Index ETF shares in Q4 2018, an estimated $15K.
  • Advisor Group first reported a position in Global X Guru Index ETF in Q2 2016 and held it in 10 quarters.
  • Advisor Group's Global X Guru Index ETF position peaked at $45K in Q3 2017.
  • 24 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.