B. Riley Financial
AADR icon

B. Riley Financial’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

B. Riley Financial’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,663
Closed -$252K – 189
2018
Q2 		$252K Sell
4,663
-8,318
-64% -$483K 0.07% 255
2018
Q1 		$763K Buy
+12,981
New +$788K 0.21% 111

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harvest Group Wealth Management
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sequoia Wealth Management
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

B. Riley Financial's AADR Position: Q3 2018 in Review

B. Riley Financial sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q3 2018, closing a stake of 4,663 shares — an estimated $252K sold.

B. Riley Financial first reported a position in AADR in Q1 2018 and held it in 2 quarters. The position peaked at $763K in Q1 2018. 41 funds tracked by Wall St. Rank hold AADR as of Q3 2018.

  • B. Riley Financial reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 4,663 AdvisorShares Dorsey Wright ADR ETF shares in Q3 2018, an estimated $252K.
  • B. Riley Financial first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2018 and held it in 2 quarters.
  • B. Riley Financial's AdvisorShares Dorsey Wright ADR ETF position peaked at $763K in Q1 2018.
  • 41 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.