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M Holdings Securities’s Global X Guru Index ETF GURU Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-3,632
Closed -$96K – 276
2014
Q3 		$96K Buy
+3,632
New +$95.8K 0.05% 285

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

M Holdings Securities's GURU Position: Q4 2014 in Review

M Holdings Securities sold out of Global X Guru Index ETF (GURU) in Q4 2014, closing a stake of 3,632 shares — an estimated $96K sold.

M Holdings Securities first reported a position in GURU in Q3 2014 and held it in 1 quarter. The position peaked at $96K in Q3 2014. 48 funds tracked by Wall St. Rank hold GURU as of Q4 2014.

  • M Holdings Securities reported no remaining Global X Guru Index ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 3,632 Global X Guru Index ETF shares in Q4 2014, an estimated $96K.
  • M Holdings Securities first reported a position in Global X Guru Index ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Global X Guru Index ETF position peaked at $96K in Q3 2014.
  • 48 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.