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Regal Investment Advisors’s Global X Guru Index ETF GURU Stock Holding History

Regal Investment Advisors’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
-480
Closed -$11K – 517
2015
Q3 		$11K Hold
480
– – ﹤0.01% 671
2015
Q2 		$12K Sell
480
-200
-29% -$5.38K ﹤0.01% 628
2015
Q1 		$18K Sell
680
-70
-9% -$1.81K ﹤0.01% 585
2014
Q4 		$20K Buy
+750
New +$19.5K 0.01% 528

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 $445B AUM 25.58% 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 $61.7B AUM 33.76% 1-Year Est. Return

Regal Investment Advisors's GURU Position: Q4 2015 in Review

Regal Investment Advisors sold out of Global X Guru Index ETF (GURU) in Q4 2015, closing a stake of 480 shares — an estimated $11K sold.

Regal Investment Advisors first reported a position in GURU in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q4 2014. 38 funds tracked by Wall St. Rank hold GURU as of Q4 2015.

  • Regal Investment Advisors reported no remaining Global X Guru Index ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 480 Global X Guru Index ETF shares in Q4 2015, an estimated $11K.
  • Regal Investment Advisors first reported a position in Global X Guru Index ETF in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Global X Guru Index ETF position peaked at $20K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.