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Grimes & Company’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

Grimes & Company’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
2016
Q3 		– Sell
-5,123
Closed -$543K – 208
2016
Q2 		$543K Buy
+5,123
New +$541K 0.07% 126

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HighTower Advisors
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Grimes & Company's HDGE Position: Q3 2016 in Review

Grimes & Company sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q3 2016, closing a stake of 5,123 shares — an estimated $543K sold.

Grimes & Company first reported a position in HDGE in Q2 2016 and held it in 1 quarter. The position peaked at $543K in Q2 2016. 34 funds tracked by Wall St. Rank hold HDGE as of Q3 2016.

  • Grimes & Company reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q3 2016 after selling out during the quarter.
  • Grimes & Company sold 5,123 AdvisorShares Ranger Equity Bear ETF shares in Q3 2016, an estimated $543K.
  • Grimes & Company first reported a position in AdvisorShares Ranger Equity Bear ETF in Q2 2016 and held it in 1 quarter.
  • Grimes & Company's AdvisorShares Ranger Equity Bear ETF position peaked at $543K in Q2 2016.
  • 34 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2016.

Based on Grimes & Company's 13F filing for Q3 2016, filed 24 Oct 2016.