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Steward Partners Investment Advisory’s Global X Guru Index ETF GURU Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-861
Closed -$28K – 1329
2018
Q3 		$28K Hold
861
– – ﹤0.01% 1404
2018
Q2 		$27K Buy
+861
New +$26.6K ﹤0.01% 1344

Other funds holding GURU

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's GURU Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Global X Guru Index ETF (GURU) in Q4 2018, closing a stake of 861 shares — an estimated $28K sold.

Steward Partners Investment Advisory first reported a position in GURU in Q2 2018 and held it in 2 quarters. The position peaked at $28K in Q3 2018. 24 funds tracked by Wall St. Rank hold GURU as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Global X Guru Index ETF position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 861 Global X Guru Index ETF shares in Q4 2018, an estimated $28K.
  • Steward Partners Investment Advisory first reported a position in Global X Guru Index ETF in Q2 2018 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Global X Guru Index ETF position peaked at $28K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.