Financial Architects (New Jersey)’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Financial Architects (New Jersey)’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
2018 Q4	–	Sell	-264	Closed	-$14K	–	1314
2018 Q3	$14K	Sell	264 -1,939	-88%	-$102K	﹤0.01%	1005
2018 Q2	$117K	Hold	2,203	–	–	0.02%	383
2018 Q1	$129K	Buy	2,203 +430	+24%	+$26.1K	0.03%	396
2017 Q4	$104K	Buy	+1,773	New	+$101K	0.02%	477

Other funds holding AADR

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

SWM

Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Financial Architects (New Jersey)'s AADR Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q4 2018, closing a stake of 264 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in AADR in Q4 2017 and held it in 4 quarters. The position peaked at $129K in Q1 2018. 36 funds tracked by Wall St. Rank hold AADR as of Q4 2018.

Financial Architects (New Jersey) reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 264 AdvisorShares Dorsey Wright ADR ETF shares in Q4 2018, an estimated $14K.
Financial Architects (New Jersey) first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q4 2017 and held it in 4 quarters.
Financial Architects (New Jersey)'s AdvisorShares Dorsey Wright ADR ETF position peaked at $129K in Q1 2018.
36 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.