Commonwealth Equity Services
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Commonwealth Equity Services’s Global X Guru Index ETF GURU Stock Holding History

Commonwealth Equity Services’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
2015
Q2 		– Sell
-13,652
Closed -$358K – 2219
2015
Q1 		$358K Sell
13,652
-1,089
-7% -$28.2K ﹤0.01% 1520
2014
Q4 		$385K Buy
14,741
+892
+6% +$23.1K ﹤0.01% 1425
2014
Q3 		$364K Buy
13,849
+6,076
+78% +$160K ﹤0.01% 1435
2014
Q2 		$206K Sell
7,773
-546
-7% -$13.7K ﹤0.01% 1805
2014
Q1 		$205K Buy
+8,319
New +$207K ﹤0.01% 1745

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BC
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EK
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CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services's GURU Position: Q2 2015 in Review

Commonwealth Equity Services sold out of Global X Guru Index ETF (GURU) in Q2 2015, closing a stake of 13,652 shares — an estimated $358K sold.

Commonwealth Equity Services first reported a position in GURU in Q1 2014 and held it in 5 quarters. The position peaked at $385K in Q4 2014. 38 funds tracked by Wall St. Rank hold GURU as of Q2 2015.

  • Commonwealth Equity Services reported no remaining Global X Guru Index ETF position as of Q2 2015 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,652 Global X Guru Index ETF shares in Q2 2015, an estimated $358K.
  • Commonwealth Equity Services first reported a position in Global X Guru Index ETF in Q1 2014 and held it in 5 quarters.
  • Commonwealth Equity Services's Global X Guru Index ETF position peaked at $385K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2015.

Based on Commonwealth Equity Services's 13F filing for Q2 2015, filed 28 Jul 2015.