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Horan Capital Advisors’s Global X Guru Index ETF GURU Stock Holding History

Horan Capital Advisors’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
2017
Q4 		– Sell
-500
Closed -$14K – 150
2017
Q3 		$14K Buy
+500
New +$13.7K 0.01% 244

Other funds holding GURU

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Horan Capital Advisors's GURU Position: Q4 2017 in Review

Horan Capital Advisors sold out of Global X Guru Index ETF (GURU) in Q4 2017, closing a stake of 500 shares — an estimated $14K sold.

Horan Capital Advisors first reported a position in GURU in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 24 funds tracked by Wall St. Rank hold GURU as of Q4 2017.

  • Horan Capital Advisors reported no remaining Global X Guru Index ETF position as of Q4 2017 after selling out during the quarter.
  • Horan Capital Advisors sold 500 Global X Guru Index ETF shares in Q4 2017, an estimated $14K.
  • Horan Capital Advisors first reported a position in Global X Guru Index ETF in Q3 2017 and held it in 1 quarter.
  • Horan Capital Advisors's Global X Guru Index ETF position peaked at $14K in Q3 2017.
  • 24 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2017.

Based on Horan Capital Advisors's 13F filing for Q4 2017, filed 6 Feb 2018.