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CKW Financial Group’s Global X Guru Index ETF GURU Stock Holding History

CKW Financial Group’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
2014
Q2 		– Sell
-67
Closed -$2K – 369
2014
Q1 		$2K Buy
+67
New +$1.67K ﹤0.01% 347

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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CKW Financial Group's GURU Position: Q2 2014 in Review

CKW Financial Group sold out of Global X Guru Index ETF (GURU) in Q2 2014, closing a stake of 67 shares — an estimated $2K sold.

CKW Financial Group first reported a position in GURU in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 37 funds tracked by Wall St. Rank hold GURU as of Q2 2014.

  • CKW Financial Group reported no remaining Global X Guru Index ETF position as of Q2 2014 after selling out during the quarter.
  • CKW Financial Group sold 67 Global X Guru Index ETF shares in Q2 2014, an estimated $2K.
  • CKW Financial Group first reported a position in Global X Guru Index ETF in Q1 2014 and held it in 1 quarter.
  • CKW Financial Group's Global X Guru Index ETF position peaked at $2K in Q1 2014.
  • 37 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2014.

Based on CKW Financial Group's 13F filing for Q2 2014, filed 30 Jul 2014.