Creative Planning
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Creative Planning’s Global X Guru Index ETF GURU Stock Holding History

Creative Planning’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
-565
Closed -$15K – 1867
2015
Q1 		$15K Buy
565
+405
+253% +$10.5K ﹤0.01% 2924
2014
Q4 		$4K Buy
+160
New +$4.15K ﹤0.01% 3591
2014
Q3 		– Sell
-2,275
Closed -$60K – 4067
2014
Q2 		$60K Buy
2,275
+125
+6% +$3.14K ﹤0.01% 1756
2014
Q1 		$53K Buy
2,150
+950
+79% +$23.7K ﹤0.01% 1764
2013
Q4 		$31K Buy
+1,200
New +$29.1K ﹤0.01% 1926
2013
Q3 		– Sell
-910
Closed -$19K – 3265
2013
Q2 		$19K Buy
+910
New +$18.6K ﹤0.01% 1953

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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

Creative Planning's GURU Position: Q2 2015 in Review

Creative Planning sold out of Global X Guru Index ETF (GURU) in Q2 2015, closing a stake of 565 shares — an estimated $15K sold.

Creative Planning first reported a position in GURU in Q2 2013 and held it in 6 quarters. The position peaked at $60K in Q2 2014. 38 funds tracked by Wall St. Rank hold GURU as of Q2 2015.

  • Creative Planning reported no remaining Global X Guru Index ETF position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 565 Global X Guru Index ETF shares in Q2 2015, an estimated $15K.
  • Creative Planning first reported a position in Global X Guru Index ETF in Q2 2013 and held it in 6 quarters.
  • Creative Planning's Global X Guru Index ETF position peaked at $60K in Q2 2014.
  • 38 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.