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WFG Advisors’s Global X Guru Index ETF GURU Stock Holding History

WFG Advisors’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
Q4 		– Sell
-136
Closed -$4K – 2141
2014
Q3 		$4K Buy
+136
New +$3.59K ﹤0.01% 1715
2014
Q1 		– Sell
-9,753
Closed -$250K – 2078
2013
Q4 		$250K Buy
+9,753
New +$236K 0.04% 464

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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

WFG Advisors's GURU Position: Q4 2014 in Review

WFG Advisors sold out of Global X Guru Index ETF (GURU) in Q4 2014, closing a stake of 136 shares — an estimated $4K sold.

WFG Advisors first reported a position in GURU in Q4 2013 and held it in 2 quarters. The position peaked at $250K in Q4 2013. 48 funds tracked by Wall St. Rank hold GURU as of Q4 2014.

  • WFG Advisors reported no remaining Global X Guru Index ETF position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 136 Global X Guru Index ETF shares in Q4 2014, an estimated $4K.
  • WFG Advisors first reported a position in Global X Guru Index ETF in Q4 2013 and held it in 2 quarters.
  • WFG Advisors's Global X Guru Index ETF position peaked at $250K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.