Curi RMB Capital’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-1,084	Closed	-$90K	–	932
2018 Q1	$90K	Buy	+1,084	New	+$85.6K	﹤0.01%	868

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

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

PAG

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

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

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

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

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Curi RMB Capital's HDGE Position: Q2 2018 in Review

Curi RMB Capital sold out of AdvisorShares Active Bear ETF (HDGE) in Q2 2018, closing a stake of 1,084 shares — an estimated $90K sold.

Curi RMB Capital first reported a position in HDGE in Q1 2018 and held it in 1 quarter. The position peaked at $90K in Q1 2018. 39 funds tracked by Wall St. Rank hold HDGE as of Q2 2018.

Curi RMB Capital reported no remaining AdvisorShares Active Bear ETF position as of Q2 2018 after selling out during the quarter.
Curi RMB Capital sold 1,084 AdvisorShares Active Bear ETF shares in Q2 2018, an estimated $90K.
Curi RMB Capital first reported a position in AdvisorShares Active Bear ETF in Q1 2018 and held it in 1 quarter.
Curi RMB Capital's AdvisorShares Active Bear ETF position peaked at $90K in Q1 2018.
39 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q2 2018.

Based on Curi RMB Capital's 13F filing for Q2 2018, filed 13 Aug 2018.