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Csenge Advisory Group’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Csenge Advisory Group’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
Q1 		– Sell
-7,898
Closed -$316K – 192
2018
Q4 		$316K Buy
+7,898
New +$360K 0.12% 135

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
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.74B AUM 32.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Csenge Advisory Group's AADR Position: Q1 2019 in Review

Csenge Advisory Group sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q1 2019, closing a stake of 7,898 shares — an estimated $316K sold.

Csenge Advisory Group first reported a position in AADR in Q4 2018 and held it in 1 quarter. The position peaked at $316K in Q4 2018. 33 funds tracked by Wall St. Rank hold AADR as of Q1 2019.

  • Csenge Advisory Group reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q1 2019 after selling out during the quarter.
  • Csenge Advisory Group sold 7,898 AdvisorShares Dorsey Wright ADR ETF shares in Q1 2019, an estimated $316K.
  • Csenge Advisory Group first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2018 and held it in 1 quarter.
  • Csenge Advisory Group's AdvisorShares Dorsey Wright ADR ETF position peaked at $316K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q1 2019.

Based on Csenge Advisory Group's 13F filing for Q1 2019, filed 7 May 2019.