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National Planning Corporation’s Global X Guru Index ETF GURU Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-1,950
Closed -$49.6K – 1233
2014
Q4 		$49.6K Buy
+1,950
New +$50.6K ﹤0.01% 1263

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 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 $14.3B AUM 34.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $61.7B AUM 33.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

National Planning Corporation's GURU Position: Q1 2015 in Review

National Planning Corporation sold out of Global X Guru Index ETF (GURU) in Q1 2015, closing a stake of 1,950 shares — an estimated $49.6K sold.

National Planning Corporation first reported a position in GURU in Q4 2014 and held it in 1 quarter. The position peaked at $49.6K in Q4 2014. 45 funds tracked by Wall St. Rank hold GURU as of Q1 2015.

  • National Planning Corporation reported no remaining Global X Guru Index ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,950 Global X Guru Index ETF shares in Q1 2015, an estimated $49.6K.
  • National Planning Corporation first reported a position in Global X Guru Index ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Global X Guru Index ETF position peaked at $49.6K in Q4 2014.
  • 45 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.