Bank of America
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Bank of America’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Bank of America’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
2020
Q1 		– Sell
-125
Closed -$9K – 7229
2019
Q4 		$9K Buy
+125
New +$8.99K ﹤0.01% 6670
2019
Q2 		– Sell
-103
Closed -$7K – 7402
2019
Q1 		$7K Buy
+103
New +$6.57K ﹤0.01% 6741
2017
Q3 		– Sell
-87
Closed -$6K – 7259
2017
Q2 		$6K Buy
87
+1
+1% +$65 ﹤0.01% 6560
2017
Q1 		$6K Buy
+86
New +$5.62K ﹤0.01% 6643
2014
Q4 		– Sell
-54
Closed -$3K – 7945
2014
Q3 		$3K Buy
+54
New +$2.8K ﹤0.01% 7700

Other funds holding SURE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Bank of America's SURE Position: Q1 2020 in Review

Bank of America sold out of AdvisorShares Insider Advantage ETF (SURE) in Q1 2020, closing a stake of 125 shares — an estimated $9K sold.

Bank of America first reported a position in SURE in Q3 2014 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 26 funds tracked by Wall St. Rank hold SURE as of Q1 2020.

  • Bank of America reported no remaining AdvisorShares Insider Advantage ETF position as of Q1 2020 after selling out during the quarter.
  • Bank of America sold 125 AdvisorShares Insider Advantage ETF shares in Q1 2020, an estimated $9K.
  • Bank of America first reported a position in AdvisorShares Insider Advantage ETF in Q3 2014 and held it in 5 quarters.
  • Bank of America's AdvisorShares Insider Advantage ETF position peaked at $9K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q1 2020.

Based on Bank of America's 13F filing for Q1 2020, filed 15 May 2020.