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

Bartlett & Co’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 – – 721
2018
Q4 		$0 Hold
1
– – ﹤0.01% 680
2018
Q3 		$0 Hold
1
– – ﹤0.01% 707
2018
Q2 		$0 Buy
+1
New +$31 ﹤0.01% 712

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bartlett & Co sold out of Global X Guru Index ETF (GURU) in Q1 2019, closing a stake of 1 share.

Bartlett & Co first reported a position in GURU in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 20 funds tracked by Wall St. Rank hold GURU as of Q1 2019.

  • Bartlett & Co reported no remaining Global X Guru Index ETF position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co sold 1 Global X Guru Index ETF share in Q1 2019.
  • Bartlett & Co first reported a position in Global X Guru Index ETF in Q2 2018 and held it in 3 quarters.
  • Bartlett & Co's Global X Guru Index ETF position peaked at $0 in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2019.

Based on Bartlett & Co's 13F filing for Q1 2019, filed 23 Apr 2019.