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MassMutual Private Wealth & Trust’s Global X Guru Index ETF GURU Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-46
Closed -$1.21K – 873
2015
Q3 		$1.21K Buy
+46
New +$1.17K ﹤0.01% 732
2014
Q4 		– Sell
-46
Closed -$1.21K – 665
2014
Q3 		$1.21K Buy
+46
New +$1.21K ﹤0.01% 708

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

MassMutual Private Wealth & Trust's GURU Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of Global X Guru Index ETF (GURU) in Q4 2015, closing a stake of 46 shares — an estimated $1.21K sold.

MassMutual Private Wealth & Trust first reported a position in GURU in Q3 2014 and held it in 2 quarters. The position peaked at $1.21K in Q3 2015. 38 funds tracked by Wall St. Rank hold GURU as of Q4 2015.

  • MassMutual Private Wealth & Trust reported no remaining Global X Guru Index ETF position as of Q4 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 46 Global X Guru Index ETF shares in Q4 2015, an estimated $1.21K.
  • MassMutual Private Wealth & Trust first reported a position in Global X Guru Index ETF in Q3 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Global X Guru Index ETF position peaked at $1.21K in Q3 2015.
  • 38 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.