Arete Wealth Advisors
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Arete Wealth Advisors’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Arete Wealth Advisors’s Portfolio SURE Stock Details SURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,243
Closed -$211K – 134
2014
Q1 		$211K Buy
+4,243
New +$206K 0.2% 96

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Atria Investments
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United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSI Financial Services
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Arete Wealth Advisors's SURE Position: Q2 2014 in Review

Arete Wealth Advisors sold out of AdvisorShares Insider Advantage ETF (SURE) in Q2 2014, closing a stake of 4,243 shares — an estimated $211K sold.

Arete Wealth Advisors first reported a position in SURE in Q1 2014 and held it in 1 quarter. The position peaked at $211K in Q1 2014. 31 funds tracked by Wall St. Rank hold SURE as of Q2 2014.

  • Arete Wealth Advisors reported no remaining AdvisorShares Insider Advantage ETF position as of Q2 2014 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,243 AdvisorShares Insider Advantage ETF shares in Q2 2014, an estimated $211K.
  • Arete Wealth Advisors first reported a position in AdvisorShares Insider Advantage ETF in Q1 2014 and held it in 1 quarter.
  • Arete Wealth Advisors's AdvisorShares Insider Advantage ETF position peaked at $211K in Q1 2014.
  • 31 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q2 2014.

Based on Arete Wealth Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.