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

Vestor 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
2020
Q1 		– Sell
-1,250
Closed -$45K – 148
2019
Q4 		$45K Hold
1,250
– – 0.01% 150
2019
Q3 		$42K Buy
+1,250
New +$42K 0.01% 134

Other funds holding GURU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Vestor Capital's GURU Position: Q1 2020 in Review

Vestor Capital sold out of Global X Guru Index ETF (GURU) in Q1 2020, closing a stake of 1,250 shares — an estimated $45K sold.

Vestor Capital first reported a position in GURU in Q3 2019 and held it in 2 quarters. The position peaked at $45K in Q4 2019. 13 funds tracked by Wall St. Rank hold GURU as of Q1 2020.

  • Vestor Capital reported no remaining Global X Guru Index ETF position as of Q1 2020 after selling out during the quarter.
  • Vestor Capital sold 1,250 Global X Guru Index ETF shares in Q1 2020, an estimated $45K.
  • Vestor Capital first reported a position in Global X Guru Index ETF in Q3 2019 and held it in 2 quarters.
  • Vestor Capital's Global X Guru Index ETF position peaked at $45K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2020.

Based on Vestor Capital's 13F filing for Q1 2020, filed 14 May 2020.