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Lenox Wealth Advisors’s Global X Guru Index ETF GURU Stock Holding History

Lenox 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
2014
Q1 		– Sell
-216
Closed -$6K – 253
2013
Q4 		$6K Buy
+216
New +$5.23K ﹤0.01% 219

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return

Lenox Wealth Advisors's GURU Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Global X Guru Index ETF (GURU) in Q1 2014, closing a stake of 216 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in GURU in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 38 funds tracked by Wall St. Rank hold GURU as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Global X Guru Index ETF position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 216 Global X Guru Index ETF shares in Q1 2014, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Global X Guru Index ETF in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Global X Guru Index ETF position peaked at $6K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.