JP Morgan Private Wealth Advisors’s Global X Guru Index ETF GURU Stock Holding History

JP Morgan Private Wealth 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
2015 Q1	–	Sell	-20,600	Closed	-$539K	–	1153
2014 Q4	$539K	Sell	20,600 -1,331	-6%	-$34.5K	0.01%	680
2014 Q3	$577K	Buy	21,931 +1,900	+9%	+$50.1K	0.01%	649
2014 Q2	$530K	Sell	20,031 -1,750	-8%	-$44K	0.01%	548
2014 Q1	$538K	Buy	21,781 +6,531	+43%	+$163K	0.01%	546
2013 Q4	$391K	Buy	+15,250	New	+$369K	0.01%	494

Other funds holding GURU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

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 $14.3B AUM 34.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GURU Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of Global X Guru Index ETF (GURU) in Q1 2015, closing a stake of 20,600 shares — an estimated $539K sold.

JP Morgan Private Wealth Advisors first reported a position in GURU in Q4 2013 and held it in 5 quarters. The position peaked at $577K in Q3 2014. 45 funds tracked by Wall St. Rank hold GURU as of Q1 2015.

JP Morgan Private Wealth Advisors reported no remaining Global X Guru Index ETF position as of Q1 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 20,600 Global X Guru Index ETF shares in Q1 2015, an estimated $539K.
JP Morgan Private Wealth Advisors first reported a position in Global X Guru Index ETF in Q4 2013 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Global X Guru Index ETF position peaked at $577K in Q3 2014.
45 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.