HCR Wealth Advisors’s AdvisorShares Ranger Equity Bear ETF HDGE Stock Holding History

HCR Wealth Advisors’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
2020 Q3	–	Sell	-1,587	Closed	-$77K	–	246
2020 Q2	$77K	Hold	1,587	–	–	0.02%	166
2020 Q1	$110K	Sell	1,587 -3,161	-67%	-$183K	0.03%	154
2019 Q4	$254K	Sell	4,748 -564	-11%	-$34K	0.06%	137
2019 Q3	$349K	Sell	5,312 -3,442	-39%	-$230K	0.12%	113
2019 Q2	$559K	Sell	8,754 -3,162	-27%	-$209K	0.16%	93
2019 Q1	$816K	Buy	11,916 +4,394	+58%	+$321K	0.23%	82
2018 Q4	$634K	Buy	+7,522	New	+$602K	0.2%	86

Other funds holding HDGE

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

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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

HCR Wealth Advisors's HDGE Position: Q3 2020 in Review

HCR Wealth Advisors sold out of AdvisorShares Ranger Equity Bear ETF (HDGE) in Q3 2020, closing a stake of 1,587 shares — an estimated $77K sold.

HCR Wealth Advisors first reported a position in HDGE in Q4 2018 and held it in 7 quarters. The position peaked at $816K in Q1 2019. 45 funds tracked by Wall St. Rank hold HDGE as of Q3 2020.

HCR Wealth Advisors reported no remaining AdvisorShares Ranger Equity Bear ETF position as of Q3 2020 after selling out during the quarter.
HCR Wealth Advisors sold 1,587 AdvisorShares Ranger Equity Bear ETF shares in Q3 2020, an estimated $77K.
HCR Wealth Advisors first reported a position in AdvisorShares Ranger Equity Bear ETF in Q4 2018 and held it in 7 quarters.
HCR Wealth Advisors's AdvisorShares Ranger Equity Bear ETF position peaked at $816K in Q1 2019.
45 funds tracked by Wall St. Rank held AdvisorShares Ranger Equity Bear ETF as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.