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Placemark Investments’s Global X Guru Index ETF GURU Stock Holding History

Placemark Investments’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
Q3 		– Sell
-35,755
Closed -$947K – 1649
2014
Q2 		$947K Sell
35,755
-10,843
-23% -$272K 0.02% 889
2014
Q1 		$1.15M Buy
+46,598
New +$1.16M 0.02% 757

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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Placemark Investments's GURU Position: Q3 2014 in Review

Placemark Investments sold out of Global X Guru Index ETF (GURU) in Q3 2014, closing a stake of 35,755 shares — an estimated $947K sold.

Placemark Investments first reported a position in GURU in Q1 2014 and held it in 2 quarters. The position peaked at $1.15M in Q1 2014. 45 funds tracked by Wall St. Rank hold GURU as of Q3 2014.

  • Placemark Investments reported no remaining Global X Guru Index ETF position as of Q3 2014 after selling out during the quarter.
  • Placemark Investments sold 35,755 Global X Guru Index ETF shares in Q3 2014, an estimated $947K.
  • Placemark Investments first reported a position in Global X Guru Index ETF in Q1 2014 and held it in 2 quarters.
  • Placemark Investments's Global X Guru Index ETF position peaked at $1.15M in Q1 2014.
  • 45 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2014.

Based on Placemark Investments's 13F filing for Q3 2014, filed 14 Nov 2014.