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WealthTrust Fairport’s Global X Guru Index ETF GURU Stock Holding History

WealthTrust Fairport’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
2013
Q4 		– Sell
-103
Closed -$2K – 343
2013
Q3 		$2K Buy
+103
New +$2.27K ﹤0.01% 387

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
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 21.06% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

WealthTrust Fairport's GURU Position: Q4 2013 in Review

WealthTrust Fairport sold out of Global X Guru Index ETF (GURU) in Q4 2013, closing a stake of 103 shares — an estimated $2K sold.

WealthTrust Fairport first reported a position in GURU in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 30 funds tracked by Wall St. Rank hold GURU as of Q4 2013.

  • WealthTrust Fairport reported no remaining Global X Guru Index ETF position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 103 Global X Guru Index ETF shares in Q4 2013, an estimated $2K.
  • WealthTrust Fairport first reported a position in Global X Guru Index ETF in Q3 2013 and held it in 1 quarter.
  • WealthTrust Fairport's Global X Guru Index ETF position peaked at $2K in Q3 2013.
  • 30 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.