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Highland Private Wealth Management’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Highland Private Wealth Management’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
Q2 		– Sell
-6,775
Closed -$398K – 101
2018
Q1 		$398K Buy
+6,775
New +$411K 0.25% 79

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BTS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Highland Private Wealth Management's AADR Position: Q2 2018 in Review

Highland Private Wealth Management sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2018, closing a stake of 6,775 shares — an estimated $398K sold.

Highland Private Wealth Management first reported a position in AADR in Q1 2018 and held it in 1 quarter. The position peaked at $398K in Q1 2018. 43 funds tracked by Wall St. Rank hold AADR as of Q2 2018.

  • Highland Private Wealth Management reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 6,775 AdvisorShares Dorsey Wright ADR ETF shares in Q2 2018, an estimated $398K.
  • Highland Private Wealth Management first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's AdvisorShares Dorsey Wright ADR ETF position peaked at $398K in Q1 2018.
  • 43 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.