Dynamic Advisor Solutions
SDR

Dynamic Advisor Solutions’s SANDRIDGE MISSISSIPPIAN TRUST II SDR Stock Holding History

Dynamic Advisor Solutions’s Portfolio SDR Stock Details SDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-18,551
Closed -$24K – 463
2018
Q3 		$24K Hold
18,551
– – 0.01% 407
2018
Q2 		$34K Buy
+18,551
New +$25.5K 0.01% 407

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UBS Group
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Cambridge Investment Research Advisors
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Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Regal Investment Advisors
Regal Investment Advisors Kentwood, Michigan $2B AUM 16.57% 1-Year Est. Return
Kovack Advisors
Kovack Advisors Ft. Lauderdale, Florida $2.38B AUM 30.08% 1-Year Est. Return

Dynamic Advisor Solutions's SDR Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of SANDRIDGE MISSISSIPPIAN TRUST II (SDR) in Q4 2018, closing a stake of 18,551 shares — an estimated $24K sold.

Dynamic Advisor Solutions first reported a position in SDR in Q2 2018 and held it in 2 quarters. The position peaked at $34K in Q2 2018. 23 funds tracked by Wall St. Rank hold SDR as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining SANDRIDGE MISSISSIPPIAN TRUST II position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 18,551 SANDRIDGE MISSISSIPPIAN TRUST II shares in Q4 2018, an estimated $24K.
  • Dynamic Advisor Solutions first reported a position in SANDRIDGE MISSISSIPPIAN TRUST II in Q2 2018 and held it in 2 quarters.
  • Dynamic Advisor Solutions's SANDRIDGE MISSISSIPPIAN TRUST II position peaked at $34K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held SANDRIDGE MISSISSIPPIAN TRUST II as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.