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Pacific Financial Group’s Global X Guru Index ETF GURU Stock Holding History

Pacific Financial Group’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
-119
Closed -$3K – 106
2014
Q4 		$3K Sell
119
-48,390
-100% -$1.26M ﹤0.01% 195
2014
Q3 		$1.28M Buy
48,509
+48,131
+12,733% +$1.27M 1.31% 14
2014
Q2 		$10K Buy
378
+342
+950% +$8.59K 0.02% 43
2014
Q1 		$1K Sell
36
-217,812
-100% -$5.43M ﹤0.01% 55
2013
Q4 		$5.58M Buy
+217,848
New +$5.28M 10.74% 2

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 $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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pacific Financial Group's GURU Position: Q1 2015 in Review

Pacific Financial Group sold out of Global X Guru Index ETF (GURU) in Q1 2015, closing a stake of 119 shares — an estimated $3K sold.

Pacific Financial Group first reported a position in GURU in Q4 2013 and held it in 5 quarters. The position peaked at $5.58M in Q4 2013. 45 funds tracked by Wall St. Rank hold GURU as of Q1 2015.

  • Pacific Financial Group reported no remaining Global X Guru Index ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 119 Global X Guru Index ETF shares in Q1 2015, an estimated $3K.
  • Pacific Financial Group first reported a position in Global X Guru Index ETF in Q4 2013 and held it in 5 quarters.
  • Pacific Financial Group's Global X Guru Index ETF position peaked at $5.58M in Q4 2013.
  • 45 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.