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Burnham Asset Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Burnham Asset Management’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
2013
Q4 		– Sell
-5,300
Closed -$232K – 264
2013
Q3 		$232K Buy
+5,300
New +$230K 0.06% 231

Other funds holding SURE

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Burnham Asset Management's SURE Position: Q4 2013 in Review

Burnham Asset Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q4 2013, closing a stake of 5,300 shares — an estimated $232K sold.

Burnham Asset Management first reported a position in SURE in Q3 2013 and held it in 1 quarter. The position peaked at $232K in Q3 2013. 24 funds tracked by Wall St. Rank hold SURE as of Q4 2013.

  • Burnham Asset Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q4 2013 after selling out during the quarter.
  • Burnham Asset Management sold 5,300 AdvisorShares Insider Advantage ETF shares in Q4 2013, an estimated $232K.
  • Burnham Asset Management first reported a position in AdvisorShares Insider Advantage ETF in Q3 2013 and held it in 1 quarter.
  • Burnham Asset Management's AdvisorShares Insider Advantage ETF position peaked at $232K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q4 2013.

Based on Burnham Asset Management's 13F filing for Q4 2013, filed 12 Feb 2014.