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Retirement Design & Management’s Global X Guru Index ETF GURU Stock Holding History

Retirement Design & Management’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
Q3 		– Sell
-17,547
Closed -$462K – 72
2015
Q2 		$462K Sell
17,547
-6,539
-27% -$176K 0.4% 48
2015
Q1 		$632K Sell
24,086
-14,809
-38% -$384K 0.55% 44
2014
Q4 		$1.02M Buy
+38,895
New +$1.01M 0.77% 37

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Retirement Design & Management's GURU Position: Q3 2015 in Review

Retirement Design & Management sold out of Global X Guru Index ETF (GURU) in Q3 2015, closing a stake of 17,547 shares — an estimated $462K sold.

Retirement Design & Management first reported a position in GURU in Q4 2014 and held it in 3 quarters. The position peaked at $1.02M in Q4 2014. 36 funds tracked by Wall St. Rank hold GURU as of Q3 2015.

  • Retirement Design & Management reported no remaining Global X Guru Index ETF position as of Q3 2015 after selling out during the quarter.
  • Retirement Design & Management sold 17,547 Global X Guru Index ETF shares in Q3 2015, an estimated $462K.
  • Retirement Design & Management first reported a position in Global X Guru Index ETF in Q4 2014 and held it in 3 quarters.
  • Retirement Design & Management's Global X Guru Index ETF position peaked at $1.02M in Q4 2014.
  • 36 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q3 2015.

Based on Retirement Design & Management's 13F filing for Q3 2015, filed 9 Nov 2015.