Concorde Asset Management’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Concorde Asset Management’s Portfolio HDGE Stock Details HDGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,030	Closed	-$76K	–	183
2018 Q3	$76K	Buy	+1,030	New	+$77K	0.07%	143

Other funds holding HDGE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concorde Asset Management's HDGE Position: Q4 2018 in Review

Concorde Asset Management sold out of AdvisorShares Active Bear ETF (HDGE) in Q4 2018, closing a stake of 1,030 shares — an estimated $76K sold.

Concorde Asset Management first reported a position in HDGE in Q3 2018 and held it in 1 quarter. The position peaked at $76K in Q3 2018. 43 funds tracked by Wall St. Rank hold HDGE as of Q4 2018.

Concorde Asset Management reported no remaining AdvisorShares Active Bear ETF position as of Q4 2018 after selling out during the quarter.
Concorde Asset Management sold 1,030 AdvisorShares Active Bear ETF shares in Q4 2018, an estimated $76K.
Concorde Asset Management first reported a position in AdvisorShares Active Bear ETF in Q3 2018 and held it in 1 quarter.
Concorde Asset Management's AdvisorShares Active Bear ETF position peaked at $76K in Q3 2018.
43 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q4 2018.

Based on Concorde Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.