Ameriprise
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Ameriprise’s Global X Guru Index ETF GURU Stock Holding History

Ameriprise’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
2014
Q4 		– Sell
-532
Closed -$14K – 4010
2014
Q3 		$14K Hold
532
– – ﹤0.01% 4662
2014
Q2 		$14K Buy
532
+88
+20% +$2.21K ﹤0.01% 4503
2014
Q1 		$11K Sell
444
-10,631
-96% -$265K ﹤0.01% 4491
2013
Q4 		$274K Buy
+11,075
New +$268K ﹤0.01% 3040

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B 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 $445B AUM 25.58% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Ameriprise's GURU Position: Q4 2014 in Review

Ameriprise sold out of Global X Guru Index ETF (GURU) in Q4 2014, closing a stake of 532 shares — an estimated $14K sold.

Ameriprise first reported a position in GURU in Q4 2013 and held it in 4 quarters. The position peaked at $274K in Q4 2013. 48 funds tracked by Wall St. Rank hold GURU as of Q4 2014.

  • Ameriprise reported no remaining Global X Guru Index ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 532 Global X Guru Index ETF shares in Q4 2014, an estimated $14K.
  • Ameriprise first reported a position in Global X Guru Index ETF in Q4 2013 and held it in 4 quarters.
  • Ameriprise's Global X Guru Index ETF position peaked at $274K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.