BRWM
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B. Riley Wealth Management’s Global X Guru Index ETF GURU Stock Holding History

B. Riley Wealth Management’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
2015
Q2 		– Sell
-300
Closed -$7K – 1040
2015
Q1 		$7K Sell
300
-1,915
-86% -$49.6K 0.01% 804
2014
Q4 		$57K Hold
2,215
– – 0.05% 371
2014
Q3 		$58K Buy
+2,215
New +$58.5K 0.04% 380

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Management's GURU Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Global X Guru Index ETF (GURU) in Q2 2015, closing a stake of 300 shares — an estimated $7K sold.

B. Riley Wealth Management first reported a position in GURU in Q3 2014 and held it in 3 quarters. The position peaked at $58K in Q3 2014. 38 funds tracked by Wall St. Rank hold GURU as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Global X Guru Index ETF position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 Global X Guru Index ETF shares in Q2 2015, an estimated $7K.
  • B. Riley Wealth Management first reported a position in Global X Guru Index ETF in Q3 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Global X Guru Index ETF position peaked at $58K in Q3 2014.
  • 38 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.