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Atria Investments’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Atria Investments’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
Q4 		– Sell
-56,354
Closed -$2.92M – 466
2014
Q3 		$2.92M Sell
56,354
-316
-0.6% -$16.4K 0.3% 61
2014
Q2 		$2.9M Buy
56,670
+10,902
+24% +$547K 0.29% 57
2014
Q1 		$2.27M Buy
45,768
+13,898
+44% +$673K 0.23% 78
2013
Q4 		$1.54M Buy
31,870
+3,150
+11% +$145K 0.15% 121
2013
Q3 		$1.26M Buy
+28,720
New +$1.25M 0.13% 124

Other funds holding SURE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Atria Investments's SURE Position: Q4 2014 in Review

Atria Investments sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2014, closing a stake of 56,354 shares — an estimated $2.92M sold.

Atria Investments first reported a position in SURE in Q3 2013 and held it in 5 quarters. The position peaked at $2.92M in Q3 2014. 34 funds tracked by Wall St. Rank hold SURE as of Q4 2014.

  • Atria Investments reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2014 after selling out during the quarter.
  • Atria Investments sold 56,354 AdvisorShares Insider Advantage ETF shares in Q4 2014, an estimated $2.92M.
  • Atria Investments first reported a position in AdvisorShares Insider Advantage ETF in Q3 2013 and held it in 5 quarters.
  • Atria Investments's AdvisorShares Insider Advantage ETF position peaked at $2.92M in Q3 2014.
  • 34 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2014.

Based on Atria Investments's 13F filing for Q4 2014, filed 12 Jan 2015.