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

Krilogy Financial’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
2018
Q4 		– Sell
-294
Closed -$10K – 348
2018
Q3 		$10K Buy
+294
New +$9.47K ﹤0.01% 530
2018
Q2 		– Sell
-294
Closed -$9K – 350
2018
Q1 		$9K Buy
294
+2
+0.7% +$61 ﹤0.01% 540
2017
Q4 		$9K Hold
292
– – ﹤0.01% 532
2017
Q3 		$8K Sell
292
-1,000
-77% -$27.5K ﹤0.01% 600
2017
Q2 		$35K Sell
1,292
-161
-11% -$4.26K 0.01% 365
2017
Q1 		$35K Hold
1,453
– – 0.01% 338
2016
Q4 		$35K Sell
1,453
-850
-37% -$20.1K 0.01% 338
2016
Q3 		$54K Sell
2,303
-622
-21% -$14.4K 0.02% 288
2016
Q2 		$65K Sell
2,925
-715
-20% -$15.8K 0.02% 266
2016
Q1 		$80K Sell
3,640
-600
-14% -$12.6K 0.03% 204
2015
Q4 		$98K Sell
4,240
-3,935
-48% -$93.7K 0.09% 93
2015
Q3 		$190K Buy
+8,175
New +$208K 0.09% 87

Other funds holding GURU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Krilogy Financial's GURU Position: Q4 2018 in Review

Krilogy Financial sold out of Global X Guru Index ETF (GURU) in Q4 2018, closing a stake of 294 shares — an estimated $10K sold.

Krilogy Financial first reported a position in GURU in Q3 2015 and held it in 12 quarters. The position peaked at $190K in Q3 2015. 24 funds tracked by Wall St. Rank hold GURU as of Q4 2018.

  • Krilogy Financial reported no remaining Global X Guru Index ETF position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 294 Global X Guru Index ETF shares in Q4 2018, an estimated $10K.
  • Krilogy Financial first reported a position in Global X Guru Index ETF in Q3 2015 and held it in 12 quarters.
  • Krilogy Financial's Global X Guru Index ETF position peaked at $190K in Q3 2015.
  • 24 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.