BFC
GURU icon

Bedel Financial Consulting’s Global X Guru Index ETF GURU Stock Holding History

Bedel Financial Consulting’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
Q4 		– Sell
-100
Closed -$3K – 771
2019
Q3 		$3K Hold
100
– – ﹤0.01% 614
2019
Q2 		$3K Buy
+100
New +$3.26K ﹤0.01% 611

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bedel Financial Consulting's GURU Position: Q4 2019 in Review

Bedel Financial Consulting sold out of Global X Guru Index ETF (GURU) in Q4 2019, closing a stake of 100 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in GURU in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 18 funds tracked by Wall St. Rank hold GURU as of Q4 2019.

  • Bedel Financial Consulting reported no remaining Global X Guru Index ETF position as of Q4 2019 after selling out during the quarter.
  • Bedel Financial Consulting sold 100 Global X Guru Index ETF shares in Q4 2019, an estimated $3K.
  • Bedel Financial Consulting first reported a position in Global X Guru Index ETF in Q2 2019 and held it in 2 quarters.
  • Bedel Financial Consulting's Global X Guru Index ETF position peaked at $3K in Q3 2019.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2019.

Based on Bedel Financial Consulting's 13F filing for Q4 2019, filed 28 Jan 2020.