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

Scotia Capital’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
Q2 		– Sell
-36,060
Closed -$890K – 585
2014
Q1 		$890K Buy
36,060
+24,465
+211% +$610K 0.02% 319
2013
Q4 		$297K Buy
+11,595
New +$281K 0.01% 454

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 $11.8B AUM 23.45% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Scotia Capital's GURU Position: Q2 2014 in Review

Scotia Capital sold out of Global X Guru Index ETF (GURU) in Q2 2014, closing a stake of 36,060 shares — an estimated $890K sold.

Scotia Capital first reported a position in GURU in Q4 2013 and held it in 2 quarters. The position peaked at $890K in Q1 2014. 37 funds tracked by Wall St. Rank hold GURU as of Q2 2014.

  • Scotia Capital reported no remaining Global X Guru Index ETF position as of Q2 2014 after selling out during the quarter.
  • Scotia Capital sold 36,060 Global X Guru Index ETF shares in Q2 2014, an estimated $890K.
  • Scotia Capital first reported a position in Global X Guru Index ETF in Q4 2013 and held it in 2 quarters.
  • Scotia Capital's Global X Guru Index ETF position peaked at $890K in Q1 2014.
  • 37 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2014.

Based on Scotia Capital's 13F filing for Q2 2014, filed 14 Aug 2014.