Private Capital Group’s Global X Guru Index ETF GURU Stock Holding History

Private Capital 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
2019 Q4	–	Sell	-1,314	Closed	-$44K	–	2061
2019 Q3	$44K	Hold	1,314	–	–	0.01%	829
2019 Q2	$42K	Hold	1,314	–	–	0.01%	749
2019 Q1	$42K	Hold	1,314	–	–	0.01%	868
2018 Q4	$36K	Hold	1,314	–	–	0.01%	821
2018 Q3	$42K	Hold	1,314	–	–	0.01%	793
2018 Q2	$41K	Hold	1,314	–	–	0.01%	784
2018 Q1	$39K	Buy	1,314 +900	+217%	+$27.5K	0.01%	795
2017 Q4	$39	Buy	+414	New	+$12K	0.01%	784

Other funds holding GURU

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Private Capital Group's GURU Position: Q4 2019 in Review

Private Capital Group sold out of Global X Guru Index ETF (GURU) in Q4 2019, closing a stake of 1,314 shares — an estimated $44K sold.

Private Capital Group first reported a position in GURU in Q4 2017 and held it in 8 quarters. The position peaked at $44K in Q3 2019. 18 funds tracked by Wall St. Rank hold GURU as of Q4 2019.

Private Capital Group reported no remaining Global X Guru Index ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 1,314 Global X Guru Index ETF shares in Q4 2019, an estimated $44K.
Private Capital Group first reported a position in Global X Guru Index ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's Global X Guru Index ETF position peaked at $44K in Q3 2019.
18 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.