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

Lehman Financial Resources’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
Q3 		– Sell
-1,000
Closed -$26K – 464
2015
Q2 		$26K Buy
+1,000
New +$26.9K 0.01% 225

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Lehman Financial Resources's GURU Position: Q3 2015 in Review

Lehman Financial Resources sold out of Global X Guru Index ETF (GURU) in Q3 2015, closing a stake of 1,000 shares — an estimated $26K sold.

Lehman Financial Resources first reported a position in GURU in Q2 2015 and held it in 1 quarter. The position peaked at $26K in Q2 2015. 36 funds tracked by Wall St. Rank hold GURU as of Q3 2015.

  • Lehman Financial Resources reported no remaining Global X Guru Index ETF position as of Q3 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,000 Global X Guru Index ETF shares in Q3 2015, an estimated $26K.
  • Lehman Financial Resources first reported a position in Global X Guru Index ETF in Q2 2015 and held it in 1 quarter.
  • Lehman Financial Resources's Global X Guru Index ETF position peaked at $26K in Q2 2015.
  • 36 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.