Envestnet Asset Management’s AdvisorShares Insider Advantage ETF SURE Stock Holding History

Envestnet Asset Management’s Portfolio SURE Stock Details SURE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,121	Closed	-$62K	–	3053
2016 Q2	$62K	Sell	1,121 -45	-4%	-$2.5K	﹤0.01%	2640
2016 Q1	$66K	Sell	1,166 -164	-12%	-$8.6K	﹤0.01%	2606
2015 Q4	$72K	Sell	1,330 -7,632	-85%	-$424K	﹤0.01%	2515
2015 Q3	$472K	Buy	+8,962	New	+$501K	﹤0.01%	1627
2015 Q2	–	Sell	-9,983	Closed	-$573K	–	2265
2015 Q1	$573K	Sell	9,983 -732	-7%	-$41.2K	﹤0.01%	1514
2014 Q4	$593K	Sell	10,715 -31,187	-74%	-$1.67M	0.01%	673
2014 Q3	$2.17M	Buy	+41,902	New	+$2.17M	0.02%	374

Other funds holding SURE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management's SURE Position: Q3 2016 in Review

Envestnet Asset Management sold out of AdvisorShares Insider Advantage ETF (SURE) in Q3 2016, closing a stake of 1,121 shares — an estimated $62K sold.

Envestnet Asset Management first reported a position in SURE in Q3 2014 and held it in 7 quarters. The position peaked at $2.17M in Q3 2014. 28 funds tracked by Wall St. Rank hold SURE as of Q3 2016.

Envestnet Asset Management reported no remaining AdvisorShares Insider Advantage ETF position as of Q3 2016 after selling out during the quarter.
Envestnet Asset Management sold 1,121 AdvisorShares Insider Advantage ETF shares in Q3 2016, an estimated $62K.
Envestnet Asset Management first reported a position in AdvisorShares Insider Advantage ETF in Q3 2014 and held it in 7 quarters.
Envestnet Asset Management's AdvisorShares Insider Advantage ETF position peaked at $2.17M in Q3 2014.
28 funds tracked by Wall St. Rank held AdvisorShares Insider Advantage ETF as of Q3 2016.

Based on Envestnet Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.