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Cardan Capital Partners’s Global X Guru Index ETF GURU Stock Holding History

Cardan Capital Partners’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
2018
Q4 		– Sell
-6,908
Closed -$225K – 180
2018
Q3 		$225K Sell
6,908
-10,400
-60% -$335K 0.04% 162
2018
Q2 		$547K Sell
17,308
-9,708
-36% -$300K 0.09% 110
2018
Q1 		$807K Buy
27,016
+3,304
+14% +$101K 0.13% 95
2017
Q4 		$704K Buy
23,712
+1,819
+8% +$52.5K 0.13% 77
2017
Q3 		$618K Buy
21,893
+8,313
+61% +$228K 0.12% 77
2017
Q2 		$365K Sell
13,580
-3,005
-18% -$79.5K 0.07% 93
2017
Q1 		$427K Sell
16,585
-196
-1% -$4.96K 0.09% 87
2016
Q4 		$403K Buy
16,781
+5,648
+51% +$133K 0.09% 79
2016
Q3 		$261K Sell
11,133
-4,829
-30% -$112K 0.06% 94
2016
Q2 		$354K Sell
15,962
-1,183
-7% -$26.1K 0.09% 78
2016
Q1 		$378K Buy
17,145
+3,679
+27% +$77.1K 0.09% 75
2015
Q4 		$313K Buy
+13,466
New +$320K 0.13% 78

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cardan Capital Partners's GURU Position: Q4 2018 in Review

Cardan Capital Partners sold out of Global X Guru Index ETF (GURU) in Q4 2018, closing a stake of 6,908 shares — an estimated $225K sold.

Cardan Capital Partners first reported a position in GURU in Q4 2015 and held it in 12 quarters. The position peaked at $807K in Q1 2018. 24 funds tracked by Wall St. Rank hold GURU as of Q4 2018.

  • Cardan Capital Partners reported no remaining Global X Guru Index ETF position as of Q4 2018 after selling out during the quarter.
  • Cardan Capital Partners sold 6,908 Global X Guru Index ETF shares in Q4 2018, an estimated $225K.
  • Cardan Capital Partners first reported a position in Global X Guru Index ETF in Q4 2015 and held it in 12 quarters.
  • Cardan Capital Partners's Global X Guru Index ETF position peaked at $807K in Q1 2018.
  • 24 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2018.

Based on Cardan Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.