Bartlett & Co Wealth Management’s Global X Guru Index ETF GURU Stock Holding History

Bartlett & Co 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
2019 Q1	–	Sell	-1	Closed	-$28	–	744
2018 Q4	$28	Hold	1	–	–	﹤0.01%	693
2018 Q3	$33	Hold	1	–	–	﹤0.01%	703
2018 Q2	$32	Buy	+1	New	+$31	﹤0.01%	706

Other funds holding GURU

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's GURU Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of Global X Guru Index ETF (GURU) in Q1 2019, closing a stake of 1 share — an estimated $28 sold.

Bartlett & Co Wealth Management first reported a position in GURU in Q2 2018 and held it in 3 quarters. The position peaked at $33 in Q3 2018. 20 funds tracked by Wall St. Rank hold GURU as of Q1 2019.

Bartlett & Co Wealth Management reported no remaining Global X Guru Index ETF position as of Q1 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1 Global X Guru Index ETF share in Q1 2019, an estimated $28.
Bartlett & Co Wealth Management first reported a position in Global X Guru Index ETF in Q2 2018 and held it in 3 quarters.
Bartlett & Co Wealth Management's Global X Guru Index ETF position peaked at $33 in Q3 2018.
20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.