Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Cambridge Investment Research Advisors’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
2019
Q2 		– Sell
-4,742
Closed -$216K – 2200
2019
Q1 		$216K Buy
+4,742
New +$210K ﹤0.01% 2018
2018
Q4 		– Sell
-15,027
Closed -$808K – 2145
2018
Q3 		$808K Buy
15,027
+616
+4% +$32.4K 0.01% 1152
2018
Q2 		$767K Buy
14,411
+766
+6% +$44.5K 0.01% 1141
2018
Q1 		$802K Buy
13,645
+359
+3% +$21.8K 0.01% 1061
2017
Q4 		$782K Buy
13,286
+1,698
+15% +$96.9K 0.01% 1039
2017
Q3 		$644K Buy
11,588
+258
+2% +$13.2K 0.01% 1085
2017
Q2 		$529K Sell
11,330
-59
-0.5% -$2.79K 0.01% 1169
2017
Q1 		$532K Sell
11,389
-2,221
-16% -$99.6K 0.01% 1036
2016
Q4 		$547K Buy
+13,610
New +$551K 0.01% 965

Other funds holding AADR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Cambridge Investment Research Advisors's AADR Position: Q2 2019 in Review

Cambridge Investment Research Advisors sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2019, closing a stake of 4,742 shares — an estimated $216K sold.

Cambridge Investment Research Advisors first reported a position in AADR in Q4 2016 and held it in 9 quarters. The position peaked at $808K in Q3 2018. 32 funds tracked by Wall St. Rank hold AADR as of Q2 2019.

  • Cambridge Investment Research Advisors reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q2 2019 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,742 AdvisorShares Dorsey Wright ADR ETF shares in Q2 2019, an estimated $216K.
  • Cambridge Investment Research Advisors first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2016 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's AdvisorShares Dorsey Wright ADR ETF position peaked at $808K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.