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Ladenburg Thalmann Financial Services’s Global X Guru Index ETF GURU Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$45K Hold
1,260
– – ﹤0.01% 3594
2019
Q3 		$42K Buy
1,260
+2
+0.2% +$67 ﹤0.01% 3564
2019
Q2 		$42K Sell
1,258
-600
-32% -$19.6K ﹤0.01% 3581
2019
Q1 		$59K Buy
1,858
+105
+6% +$3.24K ﹤0.01% 3287
2018
Q4 		$49K Hold
1,753
– – ﹤0.01% 3258
2018
Q3 		$57K Sell
1,753
-342
-16% -$11K ﹤0.01% 3219
2018
Q2 		$62K Hold
2,095
– – ﹤0.01% 3114
2018
Q1 		$62K Sell
2,095
-3,898
-65% -$119K ﹤0.01% 3114
2017
Q4 		$178K Buy
5,993
+4,941
+470% +$143K ﹤0.01% 2287
2017
Q3 		$30K Hold
1,052
– – ﹤0.01% 3446
2017
Q2 		$28K Hold
1,052
– – ﹤0.01% 3392
2017
Q1 		$27K Buy
1,052
+1
+0.1% +$25 ﹤0.01% 3347
2016
Q4 		$25K Sell
1,051
-198
-16% -$4.68K ﹤0.01% 3338
2016
Q3 		$29K Hold
1,249
– – ﹤0.01% 3159
2016
Q2 		$28K Hold
1,249
– – ﹤0.01% 3112
2016
Q1 		$28K Buy
1,249
+1
+0.1% +$21 ﹤0.01% 3015
2015
Q4 		$29K Sell
1,248
-223
-15% -$5.31K ﹤0.01% 2957
2015
Q3 		$34K Sell
1,471
-544
-27% -$13.8K ﹤0.01% 2731
2015
Q2 		$53K Sell
2,015
-411
-17% -$11K ﹤0.01% 2544
2015
Q1 		$63K Sell
2,426
-2,444
-50% -$63.3K ﹤0.01% 2397
2014
Q4 		$127K Buy
4,870
+1,612
+49% +$41.8K ﹤0.01% 1738
2014
Q3 		$86K Sell
3,258
-547
-14% -$14.4K ﹤0.01% 1685
2014
Q2 		$101K Buy
3,805
+21
+0.6% +$527 ﹤0.01% 1596
2014
Q1 		$93K Sell
3,784
-3,306
-47% -$82.4K ﹤0.01% 1548
2013
Q4 		$182K Buy
7,090
+701
+11% +$17K 0.01% 1127
2013
Q3 		$145K Buy
+6,389
New +$141K ﹤0.01% 1177

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Ladenburg Thalmann Financial Services's GURU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Global X Guru Index ETF (GURU) position steady in Q4 2019 at 1,260 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Ladenburg Thalmann Financial Services first reported a position in GURU in Q3 2013 and has held it in 26 quarters since. The position peaked at $182K in Q4 2013. 18 funds tracked by Wall St. Rank hold GURU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,260 shares of Global X Guru Index ETF worth $45K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Global X Guru Index ETF share count unchanged in Q4 2019.
  • Global X Guru Index ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3594 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Global X Guru Index ETF in Q3 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's Global X Guru Index ETF position peaked at $182K in Q4 2013.
  • 18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.